CPG
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Cornerstone Planning Group’s Lemonade LMND Stock Holding History

Cornerstone Planning Group’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 		$15.9K Hold
250
– – ﹤0.01% 738
2026
Q1 		$14.3K Buy
+250
New +$17.3K ﹤0.01% 788
2025
Q3 		– Sell
-50
Closed -$2.4K – 1737
2025
Q2 		$2.4K Buy
+50
New +$1.67K ﹤0.01% 890

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

Cornerstone Planning Group's LMND Position: Q2 2026 in Review

Cornerstone Planning Group held its Lemonade (LMND) position steady in Q2 2026 at 250 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Cornerstone Planning Group first reported a position in LMND in Q2 2025 and has held it in 3 quarters since. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Cornerstone Planning Group held 250 shares of Lemonade worth $15.9K as of Q2 2026.
  • Cornerstone Planning Group left its Lemonade share count unchanged in Q2 2026.
  • Lemonade made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #738 holding.
  • Cornerstone Planning Group first reported a position in Lemonade in Q2 2025 and has held it in 3 quarters since.
  • 336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.