Charles Schwab’s Limoneira LMNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $552K | Sell |
42,021
-1,369
| -3% | -$17.6K | ﹤0.01% | 3216 |
|
|
2026
Q1 | $582K | Sell |
43,390
-10,758
| -20% | -$149K | ﹤0.01% | 3057 |
|
|
2025
Q4 | $684K | Buy |
54,148
+4,294
| +9% | +$60.6K | ﹤0.01% | 3057 |
|
|
2025
Q3 | $740K | Buy |
49,854
+577
| +1% | +$8.92K | ﹤0.01% | 3050 |
|
|
2025
Q2 | $771K | Buy |
49,277
+1,890
| +4% | +$29.9K | ﹤0.01% | 2984 |
|
|
2025
Q1 | $840K | Buy |
47,387
+1
| +0% | +$22 | ﹤0.01% | 2898 |
|
|
2024
Q4 | $1.16M | Hold |
47,386
| – | – | ﹤0.01% | 2859 |
|
|
2024
Q3 | $1.26M | Hold |
47,386
| – | – | ﹤0.01% | 2852 |
|
|
2024
Q2 | $986K | Buy |
47,386
+1,370
| +3% | +$27.6K | ﹤0.01% | 2943 |
|
|
2024
Q1 | $900K | Sell |
46,016
-1,527
| -3% | -$28.4K | ﹤0.01% | 2824 |
|
|
2023
Q4 | $981K | Buy |
47,543
+295
| +0.6% | +$4.77K | ﹤0.01% | 2840 |
|
|
2023
Q3 | $724K | Hold |
47,248
| – | – | ﹤0.01% | 2904 |
|
|
2023
Q2 | $735K | Buy |
+47,248
| New | +$778K | ﹤0.01% | 2881 |
|
|
2022
Q2 | – | Sell |
-41,924
| Closed | -$616K | – | 3600 |
|
|
2022
Q1 | $616K | Buy |
41,924
+601
| +1% | +$8.74K | ﹤0.01% | 3040 |
|
|
2021
Q4 | $620K | Hold |
41,323
| – | – | ﹤0.01% | 3086 |
|
|
2021
Q3 | $669K | Sell |
41,323
-67,425
| -62% | -$1.13M | ﹤0.01% | 3039 |
|
|
2021
Q2 | $1.91M | Buy |
108,748
+6,249
| +6% | +$114K | ﹤0.01% | 2732 |
|
|
2021
Q1 | $1.79M | Buy |
102,499
+2,015
| +2% | +$33.3K | ﹤0.01% | 2693 |
|
|
2020
Q4 | $1.67M | Sell |
100,484
-2,181
| -2% | -$32.8K | ﹤0.01% | 2646 |
|
|
2020
Q3 | $1.47M | Sell |
102,665
-2,055
| -2% | -$29.5K | ﹤0.01% | 2587 |
|
|
2020
Q2 | $1.52M | Buy |
104,720
+8,366
| +9% | +$110K | ﹤0.01% | 2510 |
|
|
2020
Q1 | $1.26M | Buy |
96,354
+1,636
| +2% | +$29.4K | ﹤0.01% | 2435 |
|
|
2019
Q4 | $1.82M | Buy |
94,718
+1,352
| +1% | +$25.8K | ﹤0.01% | 2447 |
|
|
2019
Q3 | $1.72M | Buy |
93,366
+4,478
| +5% | +$85.3K | ﹤0.01% | 2433 |
|
|
2019
Q2 | $1.77M | Buy |
88,888
+3,619
| +4% | +$77.3K | ﹤0.01% | 2409 |
|
|
2019
Q1 | $2.01M | Buy |
85,269
+6,713
| +9% | +$152K | ﹤0.01% | 2361 |
|
|
2018
Q4 | $1.54M | Sell |
78,556
-1,120
| -1% | -$26.5K | ﹤0.01% | 2416 |
|
|
2018
Q3 | $2.08M | Buy |
79,676
+17,293
| +28% | +$481K | ﹤0.01% | 2415 |
|
|
2018
Q2 | $1.54M | Buy |
62,383
+10,799
| +21% | +$263K | ﹤0.01% | 2452 |
|
|
2018
Q1 | $1.23M | Buy |
51,584
+1,638
| +3% | +$35.3K | ﹤0.01% | 2462 |
|
|
2017
Q4 | $1.12M | Sell |
49,946
-5,346
| -10% | -$124K | ﹤0.01% | 2478 |
|
|
2017
Q3 | $1.28M | Buy |
55,292
+14,615
| +36% | +$326K | ﹤0.01% | 2445 |
|
|
2017
Q2 | $962K | Buy |
40,677
+228
| +0.6% | +$4.63K | ﹤0.01% | 2473 |
|
|
2017
Q1 | $846K | Buy |
40,449
+2,052
| +5% | +$38.1K | ﹤0.01% | 2476 |
|
|
2016
Q4 | $826K | Buy |
38,397
+1,848
| +5% | +$35.8K | ﹤0.01% | 2489 |
|
|
2016
Q3 | $691K | Buy |
36,549
+1,506
| +4% | +$27.2K | ﹤0.01% | 2508 |
|
|
2016
Q2 | $618K | Buy |
35,043
+462
| +1% | +$7.68K | ﹤0.01% | 2516 |
|
|
2016
Q1 | $526K | Buy |
34,581
+561
| +2% | +$7.6K | ﹤0.01% | 2560 |
|
|
2015
Q4 | $509K | Buy |
34,020
+715
| +2% | +$11.5K | ﹤0.01% | 2634 |
|
|
2015
Q3 | $558K | Buy |
33,305
+1,898
| +6% | +$36.4K | ﹤0.01% | 2581 |
|
|
2015
Q2 | $699K | Buy |
31,407
+820
| +3% | +$18.4K | ﹤0.01% | 2558 |
|
|
2015
Q1 | $667K | Buy |
30,587
+8,360
| +38% | +$181K | ﹤0.01% | 2529 |
|
|
2014
Q4 | $556K | Sell |
22,227
-8,790
| -28% | -$219K | ﹤0.01% | 2577 |
|
|
2014
Q3 | $735K | Buy |
31,017
+6,510
| +27% | +$150K | ﹤0.01% | 2442 |
|
|
2014
Q2 | $539K | Sell |
24,507
-160
| -0.6% | -$3.6K | ﹤0.01% | 2593 |
|
|
2014
Q1 | $560K | Buy |
24,667
+600
| +2% | +$13.5K | ﹤0.01% | 2549 |
|
|
2013
Q4 | $640K | Buy |
24,067
+720
| +3% | +$18.2K | ﹤0.01% | 2480 |
|
|
2013
Q3 | $606K | Buy |
23,347
+970
| +4% | +$21.8K | ﹤0.01% | 2471 |
|
|
2013
Q2 | $480K | Buy |
+22,377
| New | +$434K | ﹤0.01% | 2541 |
|
Other funds holding LMNR
GACM
FWSM
PLC
RP
Charles Schwab's LMNR Position: Q2 2026 in Review
Charles Schwab reduced its Limoneira (LMNR) stake by 3.2% in Q2 2026, selling an estimated $17.6K and leaving 42,021 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #3216.
Charles Schwab first reported a position in LMNR in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.08M in Q3 2018. 112 funds tracked by Wall St. Rank hold LMNR as of Q2 2026.
- Charles Schwab held 42,021 shares of Limoneira worth $552K as of Q2 2026.
- Charles Schwab sold 1,369 Limoneira shares in Q2 2026, an estimated $17.6K.
- Limoneira made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3216 holding.
- Charles Schwab first reported a position in Limoneira in Q2 2013 and has held it in 49 quarters since.
- Charles Schwab's Limoneira position peaked at $2.08M in Q3 2018.
- 112 funds tracked by Wall St. Rank held Limoneira as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.