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Integrated Wealth Concepts’s Limoneira LMNR Stock Holding History

Integrated Wealth Concepts’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
Q2 		$5.71K Buy
+435
New +$5.61K ﹤0.01% 4903

Other funds holding LMNR

GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

Integrated Wealth Concepts's LMNR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Limoneira (LMNR) in Q2 2026: 435 shares worth $5.71K. The stake represents ﹤0.01% of the portfolio and ranks #4903 among its holdings.

112 funds tracked by Wall St. Rank hold LMNR as of Q2 2026.

  • Integrated Wealth Concepts held 435 shares of Limoneira worth $5.71K as of Q2 2026.
  • Limoneira was a new Integrated Wealth Concepts position in Q2 2026.
  • Limoneira made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4903 holding.
  • 112 funds tracked by Wall St. Rank held Limoneira as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.