Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Limoneira LMNR Stock Holding History

Carson Wealth (CWM LLC)’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 		$83.1K Buy
6,194
+5,162
+500% +$71.7K ﹤0.01% 3425
2025
Q4 		$13K Sell
1,032
-1,418
-58% -$20K ﹤0.01% 4421
2025
Q3 		$36K Buy
2,450
+1,447
+144% +$22.4K ﹤0.01% 3765
2025
Q2 		$16K Buy
1,003
+766
+323% +$12.1K ﹤0.01% 4045
2025
Q1 		$4K Buy
237
+90
+61% +$1.96K ﹤0.01% 4549
2024
Q4 		$4K Buy
147
+36
+32% +$963 ﹤0.01% 4324
2024
Q3 		$3K Sell
111
-39,082
-100% -$897K ﹤0.01% 4289
2024
Q2 		$816K Sell
39,193
-14,284
-27% -$288K ﹤0.01% 1009
2024
Q1 		$1.05M Buy
53,477
+4
+0% +$74 0.01% 834
2023
Q4 		$1.1M Hold
53,473
– – 0.01% 766
2023
Q3 		$819K Hold
53,473
– – 0.01% 821
2023
Q2 		$832K Hold
53,473
– – 0.01% 777
2023
Q1 		$891K Hold
53,473
– – 0.01% 690
2022
Q4 		$653K Hold
53,473
– – ﹤0.01% 725
2022
Q3 		$705K Sell
53,473
-113
-0.2% -$1.48K 0.01% 649
2022
Q2 		$755K Buy
53,586
+4,358
+9% +$54.9K 0.01% 628
2022
Q1 		$723K Sell
49,228
-97
-0.2% -$1.41K 0.01% 635
2021
Q4 		$740K Buy
+49,325
New +$774K 0.01% 632
2021
Q2 		$859K Hold
48,957
– – 0.01% 589
2021
Q1 		$859K Hold
48,957
– – 0.01% 589
2020
Q4 		$859K Hold
48,957
– – 0.01% 589
2020
Q3 		$859K Hold
48,957
– – 0.01% 589
2020
Q2 		$859K Hold
48,957
– – 0.01% 589
2020
Q1 		$859K Hold
48,957
– – 0.01% 589
2019
Q4 		$859K Hold
48,957
– – 0.01% 589
2019
Q3 		$859K Hold
48,957
– – 0.01% 589
2019
Q2 		$859K Hold
48,957
– – 0.01% 589
2019
Q1 		$859K Buy
+48,957
New +$1.11M 0.01% 589

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LMNR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Limoneira (LMNR) stake by 500% in Q1 2026, buying an estimated $71.7K and bringing the position to 6,194 shares worth $83.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3425.

Carson Wealth (CWM LLC) first reported a position in LMNR in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.1M in Q4 2023. 118 funds tracked by Wall St. Rank hold LMNR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,194 shares of Limoneira worth $83.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,162 Limoneira shares in Q1 2026, an estimated $71.7K.
  • Limoneira made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3425 holding.
  • Carson Wealth (CWM LLC) first reported a position in Limoneira in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Limoneira position peaked at $1.1M in Q4 2023.
  • 118 funds tracked by Wall St. Rank held Limoneira as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.