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EverSource Wealth Advisors’s Limoneira LMNR Stock Holding History

EverSource Wealth 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
2026
Q1 		$805 Buy
60
+1
+2% +$14 ﹤0.01% 3928
2025
Q4 		$745 Sell
59
-527
-90% -$7.44K ﹤0.01% 3782
2025
Q3 		$8.7K Buy
586
+89
+18% +$1.38K ﹤0.01% 2898
2025
Q2 		$7.78K Buy
497
+464
+1,406% +$7.34K ﹤0.01% 2967
2025
Q1 		$585 Buy
33
+18
+120% +$392 ﹤0.01% 3404
2024
Q4 		$367 Buy
+15
New +$401 ﹤0.01% 3294

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
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
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
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

EverSource Wealth Advisors's LMNR Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Limoneira (LMNR) stake by 1.7% in Q1 2026, buying an estimated $14 and bringing the position to 60 shares worth $805. The position accounts for ﹤0.01% of the portfolio, ranked #3928.

EverSource Wealth Advisors first reported a position in LMNR in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.7K in Q3 2025. 118 funds tracked by Wall St. Rank hold LMNR as of Q1 2026.

  • EverSource Wealth Advisors held 60 shares of Limoneira worth $805 as of Q1 2026.
  • EverSource Wealth Advisors bought 1 Limoneira share in Q1 2026, an estimated $14.
  • Limoneira made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3928 holding.
  • EverSource Wealth Advisors first reported a position in Limoneira in Q4 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Limoneira position peaked at $8.7K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Limoneira as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.