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Carolina Wealth Advisors’s Lemonade LMND Stock Holding History

Carolina Wealth Advisors’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
Q2 		– Sell
-13
Closed -$409 – 294
2025
Q1 		$409 Hold
13
– – ﹤0.01% 264
2024
Q4 		$477 Buy
+13
New +$415 ﹤0.01% 278
2023
Q4 		– Sell
-16
Closed -$185 – 260
2023
Q3 		$185 Hold
16
– – ﹤0.01% 260
2023
Q2 		$270 Sell
16
-15
-48% -$235 ﹤0.01% 242
2023
Q1 		$442 Buy
31
+15
+94% +$228 ﹤0.01% 250
2022
Q4 		$0 Hold
16
– – ﹤0.01% 250
2022
Q3 		$0 Hold
16
– – ﹤0.01% 263
2022
Q2 		$0 Hold
16
– – ﹤0.01% 281
2022
Q1 		$0 Hold
16
– – ﹤0.01% 291
2021
Q4 		$1K Hold
16
– – ﹤0.01% 262
2021
Q3 		$1K Hold
16
– – ﹤0.01% 256
2021
Q2 		$2K Buy
+16
New +$1.45K ﹤0.01% 260

Other funds holding LMND

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carolina Wealth Advisors's LMND Position: Q2 2025 in Review

Carolina Wealth Advisors sold out of Lemonade (LMND) in Q2 2025, closing a stake of 13 shares — an estimated $409 sold.

Carolina Wealth Advisors first reported a position in LMND in Q2 2021 and held it in 12 quarters. The position peaked at $2K in Q2 2021. 277 funds tracked by Wall St. Rank hold LMND as of Q2 2025.

  • Carolina Wealth Advisors reported no remaining Lemonade position as of Q2 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 13 Lemonade shares in Q2 2025, an estimated $409.
  • Carolina Wealth Advisors first reported a position in Lemonade in Q2 2021 and held it in 12 quarters.
  • Carolina Wealth Advisors's Lemonade position peaked at $2K in Q2 2021.
  • 277 funds tracked by Wall St. Rank held Lemonade as of Q2 2025.

Based on Carolina Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.