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Bare Financial Services’s Limoneira LMNR Stock Holding History

Bare Financial Services’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 		– Sell
-36
Closed -$455 – 1816
2025
Q4 		$455 Buy
+36
New +$508 ﹤0.01% 1470

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

Bare Financial Services's LMNR Position: Q1 2026 in Review

Bare Financial Services sold out of Limoneira (LMNR) in Q1 2026, closing a stake of 36 shares — an estimated $455 sold.

Bare Financial Services first reported a position in LMNR in Q4 2025 and held it in 1 quarter. The position peaked at $455 in Q4 2025. 118 funds tracked by Wall St. Rank hold LMNR as of Q1 2026.

  • Bare Financial Services reported no remaining Limoneira position as of Q1 2026 after selling out during the quarter.
  • Bare Financial Services sold 36 Limoneira shares in Q1 2026, an estimated $455.
  • Bare Financial Services first reported a position in Limoneira in Q4 2025 and held it in 1 quarter.
  • Bare Financial Services's Limoneira position peaked at $455 in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Limoneira as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.