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Colonial Trust Advisors’s Limoneira LMNR Stock Holding History

Colonial Trust Advisors’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
2025
Q4 		– Sell
-400
Closed -$5.94K – 726
2025
Q3 		$5.94K Buy
+400
New +$6.18K ﹤0.01% 558

Other funds holding LMNR

GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

Colonial Trust Advisors's LMNR Position: Q4 2025 in Review

Colonial Trust Advisors sold out of Limoneira (LMNR) in Q4 2025, closing a stake of 400 shares — an estimated $5.94K sold.

Colonial Trust Advisors first reported a position in LMNR in Q3 2025 and held it in 1 quarter. The position peaked at $5.94K in Q3 2025. 105 funds tracked by Wall St. Rank hold LMNR as of Q4 2025.

  • Colonial Trust Advisors reported no remaining Limoneira position as of Q4 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 400 Limoneira shares in Q4 2025, an estimated $5.94K.
  • Colonial Trust Advisors first reported a position in Limoneira in Q3 2025 and held it in 1 quarter.
  • Colonial Trust Advisors's Limoneira position peaked at $5.94K in Q3 2025.
  • 105 funds tracked by Wall St. Rank held Limoneira as of Q4 2025.

Based on Colonial Trust Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.