Envestnet Asset Management’s Limoneira LMNR Stock Holding History

Envestnet Asset Management’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	$457K	Buy	+34,046	New	+$473K	﹤0.01%	3997
2025 Q4	–	Sell	-10,151	Closed	-$151K	–	4581
2025 Q3	$151K	Buy	+10,151	New	+$157K	﹤0.01%	4374
2025 Q2	–	Sell	-42,256	Closed	-$749K	–	4512
2025 Q1	$749K	Buy	42,256 +13,243	+46%	+$288K	﹤0.01%	3379
2024 Q4	$710K	Buy	29,013 +6,513	+29%	+$174K	﹤0.01%	3376
2024 Q3	$596K	Buy	22,500 +4,471	+25%	+$103K	﹤0.01%	3446
2024 Q2	$375K	Buy	+18,029	New	+$363K	﹤0.01%	3604

Other funds holding LMNR

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Envestnet Asset Management's LMNR Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in Limoneira (LMNR) in Q1 2026: 34,046 shares worth $457K. The stake represents ﹤0.01% of the portfolio and ranks #3997 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in LMNR as recently as Q3 2025.

Envestnet Asset Management first reported a position in LMNR in Q2 2024 and has held it in 6 quarters since. The position peaked at $749K in Q1 2025. 118 funds tracked by Wall St. Rank hold LMNR as of Q1 2026.

Envestnet Asset Management held 34,046 shares of Limoneira worth $457K as of Q1 2026.
Limoneira was a new Envestnet Asset Management position in Q1 2026.
Limoneira made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3997 holding.
Envestnet Asset Management first reported a position in Limoneira in Q2 2024 and has held it in 6 quarters since.
Envestnet Asset Management's Limoneira position peaked at $749K in Q1 2025.
118 funds tracked by Wall St. Rank held Limoneira as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.