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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
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% 977
2023
Q3 		$262K Buy
+17,101
New +$261K 0.01% 1053
2021
Q3 		– Sell
-6,762
Closed -$119K – 1480
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% 1305
2020
Q4 		$187K Sell
11,253
-1,237
-10% -$18.6K ﹤0.01% 1240
2020
Q3 		$179K Sell
12,490
-4,271
-25% -$61.2K ﹤0.01% 1201
2020
Q2 		$243K Sell
16,761
-1,226
-7% -$16.1K ﹤0.01% 1118
2020
Q1 		$236K Sell
17,987
-10,435
-37% -$188K 0.01% 1071
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% 958
2019
Q1 		$699K Buy
29,720
+4,492
+18% +$102K 0.01% 960
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 $1.66B AUM 27.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

Advisors Asset Management's LMNR Position: Q1 2026 in Review

Advisors Asset Management reduced its Limoneira (LMNR) stake by 12% in Q1 2026, selling an estimated $95.2K and leaving 49,933 shares worth $670K. The position accounts for 0.01% of the portfolio, ranked #894.

Advisors Asset Management first reported a position in LMNR in Q3 2017 and has held it in 27 quarters since. The position peaked at $1.15M in Q4 2024. 118 funds tracked by Wall St. Rank hold LMNR as of Q1 2026.

  • Advisors Asset Management held 49,933 shares of Limoneira worth $670K as of Q1 2026.
  • Advisors Asset Management sold 6,861 Limoneira shares in Q1 2026, an estimated $95.2K.
  • Limoneira made up 0.01% of Advisors Asset Management's portfolio in Q1 2026, its #894 holding.
  • Advisors Asset Management first reported a position in Limoneira in Q3 2017 and has held it in 27 quarters since.
  • Advisors Asset Management's Limoneira position peaked at $1.15M in Q4 2024.
  • 118 funds tracked by Wall St. Rank held Limoneira as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.