IFP Advisors’s Limoneira LMNR Stock Holding History

IFP 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 Q3	$36	Buy	3 +1	+50%	+$13	﹤0.01%	5090
2026 Q2	$26	Sell	2 -1	-33%	-$13	﹤0.01%	5058
2026 Q1	$40	Buy	3 +2	+200%	+$28	﹤0.01%	4854
2025 Q4	$13	Sell	1 -1	-50%	-$14	﹤0.01%	4829
2025 Q3	$30	Buy	+2	New	+$31	﹤0.01%	4719
2025 Q2	–	Hold	0	–	–	–	4429
2025 Q1	–	Hold	0	–	–	–	4174
2024 Q4	–	Hold	0	–	–	–	4425

Other funds holding LMNR

Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

SFE Investment Counsel Los Angeles, California $747M AUM 27.5% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

IFP Advisors's LMNR Position: Q3 2026 in Review

IFP Advisors increased its Limoneira (LMNR) stake by 50% in Q3 2026, buying an estimated $13 and bringing the position to 3 shares worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #5090.

IFP Advisors first reported a position in LMNR in Q3 2025 and has held it in 5 quarters since. The position peaked at $40 in Q1 2026. 23 funds tracked by Wall St. Rank hold LMNR as of Q3 2026.

IFP Advisors held 3 shares of Limoneira worth $36 as of Q3 2026.
IFP Advisors bought 1 Limoneira share in Q3 2026, an estimated $13.
Limoneira made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5090 holding.
IFP Advisors first reported a position in Limoneira in Q3 2025 and has held it in 5 quarters since.
IFP Advisors's Limoneira position peaked at $40 in Q1 2026.
23 funds tracked by Wall St. Rank held Limoneira as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.