First Trust Advisors
LMND icon

First Trust Advisors’s Lemonade LMND Stock Holding History

First Trust Advisors’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 		$6.82M Sell
104,796
-47,670
-31% -$2.79M ﹤0.01% 1400
2026
Q1 		$9.56M Sell
152,466
-3,961
-3% -$274K 0.01% 1116
2025
Q4 		$11.1M Buy
156,427
+15,119
+11% +$1.02M 0.01% 1061
2025
Q3 		$7.56M Sell
141,308
-13,832
-9% -$675K 0.01% 1194
2025
Q2 		$6.8M Sell
155,140
-12,478
-7% -$416K 0.01% 1212
2025
Q1 		$5.27M Sell
167,618
-16,730
-9% -$576K ﹤0.01% 1286
2024
Q4 		$6.76M Buy
184,348
+126,862
+221% +$4.05M 0.01% 1210
2024
Q3 		$948K Sell
57,486
-174,884
-75% -$3.21M ﹤0.01% 2030
2024
Q2 		$3.83M Buy
232,370
+1,473
+0.6% +$24.6K ﹤0.01% 1405
2024
Q1 		$3.79M Buy
230,897
+203,508
+743% +$3.42M ﹤0.01% 1438
2023
Q4 		$442K Buy
+27,389
New +$413K ﹤0.01% 2174
2023
Q1 		– Sell
-76,342
Closed -$1.04M – 2423
2022
Q4 		$1.04M Buy
+76,342
New +$1.51M ﹤0.01% 1950
2021
Q3 		– Sell
-79,129
Closed -$8.66M – 2582
2021
Q2 		$8.66M Buy
79,129
+16,569
+26% +$1.5M 0.01% 1045
2021
Q1 		$5.83M Buy
62,560
+3,612
+6% +$467K 0.01% 1145
2020
Q4 		$7.22M Buy
+58,948
New +$4.35M 0.01% 954

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

First Trust Advisors's LMND Position: Q2 2026 in Review

First Trust Advisors reduced its Lemonade (LMND) stake by 31% in Q2 2026, selling an estimated $2.79M and leaving 104,796 shares worth $6.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

First Trust Advisors first reported a position in LMND in Q4 2020 and has held it in 15 quarters since. The position peaked at $11.1M in Q4 2025. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • First Trust Advisors held 104,796 shares of Lemonade worth $6.82M as of Q2 2026.
  • First Trust Advisors sold 47,670 Lemonade shares in Q2 2026, an estimated $2.79M.
  • Lemonade made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1400 holding.
  • First Trust Advisors first reported a position in Lemonade in Q4 2020 and has held it in 15 quarters since.
  • First Trust Advisors's Lemonade position peaked at $11.1M in Q4 2025.
  • 336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.