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 Q3	$350K	Hold	7,745	–	–	0.13%	91
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	+$79.4K	0.21%	75

Other funds holding LMND

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BIT Capital Berlin, Germany $2.89B AUM 111.72% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return

Johnson & White Wealth Management's LMND Position: Q3 2026 in Review

Johnson & White Wealth Management held its Lemonade (LMND) position steady in Q3 2026 at 7,745 shares worth $350K. The position accounts for 0.13% of the portfolio, ranked #91.

Johnson & White Wealth Management first reported a position in LMND in Q4 2022 and has held it in 9 quarters since. The position peaked at $568K in Q4 2025. 245 funds tracked by Wall St. Rank hold LMND as of Q3 2026.

Johnson & White Wealth Management held 7,745 shares of Lemonade worth $350K as of Q3 2026.
Johnson & White Wealth Management left its Lemonade share count unchanged in Q3 2026.
Lemonade made up 0.13% of Johnson & White Wealth Management's portfolio in Q3 2026, its #91 holding.
Johnson & White Wealth Management first reported a position in Lemonade in Q4 2022 and has held it in 9 quarters since.
Johnson & White Wealth Management's Lemonade position peaked at $568K in Q4 2025.
245 funds tracked by Wall St. Rank held Lemonade as of Q3 2026.

Based on Johnson & White Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.