Avion Wealth’s Limoneira LMNR Stock Holding History

Avion Wealth’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	$1K	Hold	100	–	–	﹤0.01%	1080
2025 Q4	$1K	Hold	100	–	–	﹤0.01%	1071
2025 Q3	$1K	Hold	100	–	–	﹤0.01%	1043
2025 Q2	$1K	Hold	100	–	–	﹤0.01%	1002
2025 Q1	$2K	Hold	100	–	–	﹤0.01%	737
2024 Q4	$2K	Hold	100	–	–	﹤0.01%	734
2024 Q3	$2K	Hold	100	–	–	﹤0.01%	698
2024 Q2	$2K	Hold	100	–	–	﹤0.01%	628
2024 Q1	$2K	Hold	100	–	–	﹤0.01%	709
2023 Q4	$2K	Hold	100	–	–	﹤0.01%	586
2023 Q3	$1K	Hold	100	–	–	﹤0.01%	667
2023 Q2	$1K	Hold	100	–	–	﹤0.01%	603
2023 Q1	$1K	Hold	100	–	–	﹤0.01%	457
2022 Q4	$1K	Hold	100	–	–	﹤0.01%	427
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	465
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	461
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	369
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	336
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	321
2021 Q2	$2K	Hold	100	–	–	﹤0.01%	308
2021 Q1	$2K	Hold	100	–	–	﹤0.01%	301
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	307
2020 Q3	$1K	Hold	100	–	–	﹤0.01%	289
2020 Q2	$1K	Hold	100	–	–	﹤0.01%	261
2020 Q1	$1K	Buy	+100	New	+$1.8K	﹤0.01%	285

Other funds holding LMNR

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

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

Avion Wealth's LMNR Position: Q1 2026 in Review

Avion Wealth held its Limoneira (LMNR) position steady in Q1 2026 at 100 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Avion Wealth first reported a position in LMNR in Q1 2020 and has held it in 25 quarters since. The position peaked at $2K in Q1 2025. 118 funds tracked by Wall St. Rank hold LMNR as of Q1 2026.

Avion Wealth held 100 shares of Limoneira worth $1K as of Q1 2026.
Avion Wealth left its Limoneira share count unchanged in Q1 2026.
Limoneira made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1080 holding.
Avion Wealth first reported a position in Limoneira in Q1 2020 and has held it in 25 quarters since.
Avion Wealth's Limoneira position peaked at $2K in Q1 2025.
118 funds tracked by Wall St. Rank held Limoneira as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.