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Advisors Asset Management’s Limoneira LMNR Stock Holding History

Advisors Asset Management’s Portfolio LMNR Stock Details LMNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$641K Sell
48,849
-1,084
-2% -$14K 0.01% 935
2026
Q1 		$670K Sell
49,933
-6,861
-12% -$95.2K 0.01% 894
2025
Q4 		$717K Buy
56,794
+1,814
+3% +$25.6K 0.01% 873
2025
Q3 		$816K Sell
54,980
-4,108
-7% -$63.5K 0.01% 849
2025
Q2 		$925K Buy
59,088
+1,970
+3% +$31.2K 0.02% 792
2025
Q1 		$1.01M Buy
57,118
+10,173
+22% +$221K 0.02% 747
2024
Q4 		$1.15M Buy
46,945
+9,946
+27% +$266K 0.02% 708
2024
Q3 		$980K Buy
36,999
+8,051
+28% +$185K 0.02% 738
2024
Q2 		$602K Buy
28,948
+1,592
+6% +$32.1K 0.01% 846
2024
Q1 		$535K Buy
27,356
+9,066
+50% +$168K 0.01% 890
2023
Q4 		$377K Buy
18,290
+1,189
+7% +$19.2K 0.01% 978
2023
Q3 		$262K Buy
+17,101
New +$261K 0.01% 1054
2021
Q3 		– Sell
-6,762
Closed -$119K – 1481
2021
Q2 		$119K Sell
6,762
-191
-3% -$3.5K ﹤0.01% 1286
2021
Q1 		$122K Sell
6,953
-4,300
-38% -$71.1K ﹤0.01% 1307
2020
Q4 		$187K Sell
11,253
-1,237
-10% -$18.6K ﹤0.01% 1241
2020
Q3 		$179K Sell
12,490
-4,271
-25% -$61.2K ﹤0.01% 1202
2020
Q2 		$243K Sell
16,761
-1,226
-7% -$16.1K ﹤0.01% 1119
2020
Q1 		$236K Sell
17,987
-10,435
-37% -$188K 0.01% 1074
2019
Q4 		$547K Buy
28,422
+1,326
+5% +$25.3K 0.01% 956
2019
Q3 		$497K Sell
27,096
-2,254
-8% -$42.9K 0.01% 976
2019
Q2 		$585K Sell
29,350
-370
-1% -$7.9K 0.01% 957
2019
Q1 		$699K Buy
29,720
+4,492
+18% +$102K 0.01% 902
2018
Q4 		$493K Buy
25,228
+408
+2% +$9.64K 0.01% 979
2018
Q3 		$648K Buy
24,820
+332
+1% +$9.23K 0.01% 972
2018
Q2 		$603K Buy
24,488
+8,374
+52% +$204K 0.01% 999
2018
Q1 		$345K Buy
16,114
+5,774
+56% +$124K 0.01% 1132
2017
Q4 		$232K Buy
10,340
+5,760
+126% +$134K ﹤0.01% 1218
2017
Q3 		$106K Buy
+4,580
New +$102K ﹤0.01% 1333

Other funds holding LMNR

GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

Advisors Asset Management's LMNR Position: Q2 2026 in Review

Advisors Asset Management reduced its Limoneira (LMNR) stake by 2.2% in Q2 2026, selling an estimated $14K and leaving 48,849 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #935.

Advisors Asset Management first reported a position in LMNR in Q3 2017 and has held it in 28 quarters since. The position peaked at $1.15M in Q4 2024. 112 funds tracked by Wall St. Rank hold LMNR as of Q2 2026.

  • Advisors Asset Management held 48,849 shares of Limoneira worth $641K as of Q2 2026.
  • Advisors Asset Management sold 1,084 Limoneira shares in Q2 2026, an estimated $14K.
  • Limoneira made up 0.01% of Advisors Asset Management's portfolio in Q2 2026, its #935 holding.
  • Advisors Asset Management first reported a position in Limoneira in Q3 2017 and has held it in 28 quarters since.
  • Advisors Asset Management's Limoneira position peaked at $1.15M in Q4 2024.
  • 112 funds tracked by Wall St. Rank held Limoneira as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.