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Baker Ellis Asset Management’s Limoneira LMNR Stock Holding History

Baker Ellis 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 		$252K Sell
18,800
-6,500
-26% -$90.2K 0.03% 224
2025
Q4 		$319K Sell
25,300
-5,250
-17% -$74.1K 0.04% 201
2025
Q3 		$454K Sell
30,550
-6,100
-17% -$94.3K 0.06% 168
2025
Q2 		$574K Sell
36,650
-100
-0.3% -$1.58K 0.08% 133
2025
Q1 		$651K Buy
36,750
+1,264
+4% +$27.5K 0.09% 132
2024
Q4 		$868K Buy
35,486
+4,736
+15% +$127K 0.13% 114
2024
Q3 		$815K Buy
30,750
+1,550
+5% +$35.6K 0.12% 123
2024
Q2 		$608K Sell
29,200
-700
-2% -$14.1K 0.09% 129
2024
Q1 		$585K Buy
29,900
+9,550
+47% +$177K 0.09% 138
2023
Q4 		$420K Sell
20,350
-50
-0.2% -$809 0.07% 153
2023
Q3 		$313K Buy
20,400
+650
+3% +$9.92K 0.06% 162
2023
Q2 		$307K Buy
19,750
+4,200
+27% +$69.2K 0.05% 160
2023
Q1 		$259K Sell
15,550
-500
-3% -$7.31K 0.05% 170
2022
Q4 		$196K Hold
16,050
– – 0.04% 195
2022
Q3 		$212K Buy
16,050
+2,000
+14% +$26.1K 0.05% 170
2022
Q2 		$198K Hold
14,050
– – 0.04% 191
2022
Q1 		$206K Buy
14,050
+4,050
+41% +$58.9K 0.04% 199
2021
Q4 		$150K Buy
+10,000
New +$157K 0.03% 203

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

Baker Ellis Asset Management's LMNR Position: Q1 2026 in Review

Baker Ellis Asset Management reduced its Limoneira (LMNR) stake by 26% in Q1 2026, selling an estimated $90.2K and leaving 18,800 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #224.

Baker Ellis Asset Management first reported a position in LMNR in Q4 2021 and has held it in 18 quarters since. The position peaked at $868K in Q4 2024. 118 funds tracked by Wall St. Rank hold LMNR as of Q1 2026.

  • Baker Ellis Asset Management held 18,800 shares of Limoneira worth $252K as of Q1 2026.
  • Baker Ellis Asset Management sold 6,500 Limoneira shares in Q1 2026, an estimated $90.2K.
  • Limoneira made up 0.03% of Baker Ellis Asset Management's portfolio in Q1 2026, its #224 holding.
  • Baker Ellis Asset Management first reported a position in Limoneira in Q4 2021 and has held it in 18 quarters since.
  • Baker Ellis Asset Management's Limoneira position peaked at $868K in Q4 2024.
  • 118 funds tracked by Wall St. Rank held Limoneira as of Q1 2026.

Based on Baker Ellis Asset Management's 13F filing for Q1 2026, filed 17 Apr 2026.