Charles Schwab
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Charles Schwab’s Lemonade LMND Stock Holding History

Charles Schwab’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 		$36.7M Buy
563,826
+46,479
+9% +$2.72M ﹤0.01% 1448
2026
Q1 		$32.4M Sell
517,347
-4,910
-0.9% -$340K 0.01% 1457
2025
Q4 		$37.2M Buy
522,257
+13,114
+3% +$881K 0.01% 1348
2025
Q3 		$27.3M Buy
509,143
+44,811
+10% +$2.19M ﹤0.01% 1544
2025
Q2 		$20.3M Buy
464,332
+22,094
+5% +$736K ﹤0.01% 1664
2025
Q1 		$13.9M Sell
442,238
-9,926
-2% -$342K ﹤0.01% 1805
2024
Q4 		$16.6M Buy
452,164
+3,867
+0.9% +$123K ﹤0.01% 1789
2024
Q3 		$7.39M Sell
448,297
-32,329
-7% -$593K ﹤0.01% 2180
2024
Q2 		$7.93M Buy
480,626
+11,722
+2% +$196K ﹤0.01% 2150
2024
Q1 		$7.69M Buy
468,904
+9,080
+2% +$153K ﹤0.01% 2117
2023
Q4 		$7.42M Buy
459,824
+6,809
+2% +$103K ﹤0.01% 2144
2023
Q3 		$5.26M Buy
453,015
+100,872
+29% +$1.62M ﹤0.01% 2228
2023
Q2 		$5.93M Buy
352,143
+10,192
+3% +$159K ﹤0.01% 2168
2023
Q1 		$4.88M Buy
341,951
+5,721
+2% +$87K ﹤0.01% 2211
2022
Q4 		$4.6M Buy
336,230
+7,557
+2% +$149K ﹤0.01% 2256
2022
Q3 		$6.96M Buy
328,673
+55,636
+20% +$1.26M ﹤0.01% 2043
2022
Q2 		$4.99M Buy
273,037
+76,555
+39% +$1.61M ﹤0.01% 2186
2022
Q1 		$5.18M Buy
196,482
+5,176
+3% +$147K ﹤0.01% 2260
2021
Q4 		$8.06M Buy
191,306
+3,899
+2% +$219K ﹤0.01% 2116
2021
Q3 		$12.6M Buy
187,407
+92,327
+97% +$7.44M ﹤0.01% 1873
2021
Q2 		$10.4M Buy
95,080
+2,810
+3% +$255K ﹤0.01% 1980
2021
Q1 		$8.59M Buy
92,270
+35,055
+61% +$4.53M ﹤0.01% 2044
2020
Q4 		$7.01M Buy
57,215
+1,567
+3% +$116K ﹤0.01% 2059
2020
Q3 		$2.77M Buy
+55,648
New +$3.49M ﹤0.01% 2376

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

Charles Schwab's LMND Position: Q2 2026 in Review

Charles Schwab increased its Lemonade (LMND) stake by 9% in Q2 2026, buying an estimated $2.72M and bringing the position to 563,826 shares worth $36.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Charles Schwab first reported a position in LMND in Q3 2020 and has held it in 24 quarters since. The position peaked at $37.2M in Q4 2025. 337 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Charles Schwab held 563,826 shares of Lemonade worth $36.7M as of Q2 2026.
  • Charles Schwab bought 46,479 Lemonade shares in Q2 2026, an estimated $2.72M.
  • Lemonade made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1448 holding.
  • Charles Schwab first reported a position in Lemonade in Q3 2020 and has held it in 24 quarters since.
  • Charles Schwab's Lemonade position peaked at $37.2M in Q4 2025.
  • 337 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.