Bullock Wealth Management’s Lemonade LMND Stock Holding History

Bullock 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
2025 Q1	–	Sell	-1,415	Closed	-$51.9K	–	603
2024 Q4	$51.9K	Hold	1,415	–	–	0.03%	251
2024 Q3	$22.9K	Buy	+1,415	New	+$26K	0.01%	299

Other funds holding LMND

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bullock Wealth Management's LMND Position: Q1 2025 in Review

Bullock Wealth Management sold out of Lemonade (LMND) in Q1 2025, closing a stake of 1,415 shares — an estimated $51.9K sold.

Bullock Wealth Management first reported a position in LMND in Q3 2024 and held it in 2 quarters. The position peaked at $51.9K in Q4 2024. 250 funds tracked by Wall St. Rank hold LMND as of Q1 2025.

Bullock Wealth Management reported no remaining Lemonade position as of Q1 2025 after selling out during the quarter.
Bullock Wealth Management sold 1,415 Lemonade shares in Q1 2025, an estimated $51.9K.
Bullock Wealth Management first reported a position in Lemonade in Q3 2024 and held it in 2 quarters.
Bullock Wealth Management's Lemonade position peaked at $51.9K in Q4 2024.
250 funds tracked by Wall St. Rank held Lemonade as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.