Forum Financial Management’s Lemonade LMND Stock Holding History

Forum Financial Management’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 Q1	–	Sell	-3,125	Closed	-$222K	–	699
2025 Q4	$222K	Buy	+3,125	New	+$210K	﹤0.01%	912

Other funds holding LMND

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Forum Financial Management's LMND Position: Q1 2026 in Review

Forum Financial Management sold out of Lemonade (LMND) in Q1 2026, closing a stake of 3,125 shares — an estimated $222K sold.

Forum Financial Management first reported a position in LMND in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 346 funds tracked by Wall St. Rank hold LMND as of Q1 2026.

Forum Financial Management reported no remaining Lemonade position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 3,125 Lemonade shares in Q1 2026, an estimated $222K.
Forum Financial Management first reported a position in Lemonade in Q4 2025 and held it in 1 quarter.
Forum Financial Management's Lemonade position peaked at $222K in Q4 2025.
346 funds tracked by Wall St. Rank held Lemonade as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.