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Beaird Harris Wealth Management’s Lemonade LMND Stock Holding History

Beaird Harris Wealth Management’s Portfolio LMND Stock Details LMND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.6K Buy
+40
New +$2.34K ﹤0.01% 506
2026
Q1 		– Sell
-1,700
Closed -$121K – 712
2025
Q4 		$121K Hold
1,700
– – 0.01% 171
2025
Q3 		$91K Hold
1,700
– – 0.01% 193
2025
Q2 		$74.5K Buy
1,700
+1,200
+240% +$40K 0.01% 215
2025
Q1 		$15.7K Buy
+500
New +$17.2K ﹤0.01% 324

Other funds holding LMND

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Beaird Harris Wealth Management's LMND Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in Lemonade (LMND) in Q2 2026: 40 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #506 among its holdings. This is a return to the name: Beaird Harris Wealth Management previously reported a position in LMND as recently as Q4 2025.

Beaird Harris Wealth Management first reported a position in LMND in Q1 2025 and has held it in 5 quarters since. The position peaked at $121K in Q4 2025. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Beaird Harris Wealth Management held 40 shares of Lemonade worth $2.6K as of Q2 2026.
  • Lemonade was a new Beaird Harris Wealth Management position in Q2 2026.
  • Lemonade made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #506 holding.
  • Beaird Harris Wealth Management first reported a position in Lemonade in Q1 2025 and has held it in 5 quarters since.
  • Beaird Harris Wealth Management's Lemonade position peaked at $121K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.