Johnson & White Wealth Management’s Lemonade LMND Stock Holding History

Johnson & White Wealth 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 Q2	$504K	Sell	7,745 -236	-3%	-$13.8K	0.19%	77
2026 Q1	$500K	Hold	7,981	–	–	0.21%	76
2025 Q4	$568K	Sell	7,981 -100	-1%	-$6.72K	0.25%	72
2025 Q3	$433K	Buy	8,081 +1,425	+21%	+$69.5K	0.2%	78
2025 Q2	$292K	Hold	6,656	–	–	0.15%	90
2025 Q1	$209K	Buy	6,656 +236	+4%	+$8.12K	0.12%	94
2024 Q4	$234K	Buy	+6,420	New	+$205K	0.14%	88
2023 Q1	–	Sell	-4,013	Closed	-$208K	–	104
2022 Q4	$208K	Buy	+4,013	New	+$79.3K	0.21%	75

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 Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Johnson & White Wealth Management's LMND Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its Lemonade (LMND) stake by 3% in Q2 2026, selling an estimated $13.8K and leaving 7,745 shares worth $504K. The position accounts for 0.19% of the portfolio, ranked #77.

Johnson & White Wealth Management first reported a position in LMND in Q4 2022 and has held it in 8 quarters since. The position peaked at $568K in Q4 2025. 338 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

Johnson & White Wealth Management held 7,745 shares of Lemonade worth $504K as of Q2 2026.
Johnson & White Wealth Management sold 236 Lemonade shares in Q2 2026, an estimated $13.8K.
Lemonade made up 0.19% of Johnson & White Wealth Management's portfolio in Q2 2026, its #77 holding.
Johnson & White Wealth Management first reported a position in Lemonade in Q4 2022 and has held it in 8 quarters since.
Johnson & White Wealth Management's Lemonade position peaked at $568K in Q4 2025.
338 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.