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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
Q2 		– Sell
-18,800
Closed -$252K – 269
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 $1.67B 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

Baker Ellis Asset Management's LMNR Position: Q2 2026 in Review

Baker Ellis Asset Management sold out of Limoneira (LMNR) in Q2 2026, closing a stake of 18,800 shares — an estimated $252K sold.

Baker Ellis Asset Management first reported a position in LMNR in Q4 2021 and held it in 18 quarters. The position peaked at $868K in Q4 2024. 112 funds tracked by Wall St. Rank hold LMNR as of Q2 2026.

  • Baker Ellis Asset Management reported no remaining Limoneira position as of Q2 2026 after selling out during the quarter.
  • Baker Ellis Asset Management sold 18,800 Limoneira shares in Q2 2026, an estimated $252K.
  • Baker Ellis Asset Management first reported a position in Limoneira in Q4 2021 and held it in 18 quarters.
  • Baker Ellis Asset Management's Limoneira position peaked at $868K in Q4 2024.
  • 112 funds tracked by Wall St. Rank held Limoneira as of Q2 2026.

Based on Baker Ellis Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.