Jones Financial Companies
LMND icon

Jones Financial Companies’s Lemonade LMND Stock Holding History

Jones Financial Companies’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 		$1.06M Buy
17,928
+2,402
+15% +$140K ﹤0.01% 1869
2026
Q1 		$942K Buy
15,526
+2,252
+17% +$156K ﹤0.01% 1748
2025
Q4 		$945K Buy
13,274
+1,279
+11% +$85.9K ﹤0.01% 1253
2025
Q3 		$617K Buy
11,995
+2,123
+22% +$104K ﹤0.01% 1309
2025
Q2 		$415K Buy
9,872
+2,308
+31% +$76.9K ﹤0.01% 1343
2025
Q1 		$246K Buy
7,564
+1,694
+29% +$58.3K ﹤0.01% 1418
2024
Q4 		$215K Buy
5,870
+375
+7% +$12K ﹤0.01% 1318
2024
Q3 		$93.1K Buy
5,495
+1,546
+39% +$28.4K ﹤0.01% 1431
2024
Q2 		$65.2K Buy
+3,949
New +$65.9K ﹤0.01% 1165

Other funds holding LMND

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jones Financial Companies's LMND Position: Q2 2026 in Review

Jones Financial Companies increased its Lemonade (LMND) stake by 15% in Q2 2026, buying an estimated $140K and bringing the position to 17,928 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

Jones Financial Companies first reported a position in LMND in Q2 2024 and has held it in 9 quarters since. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Jones Financial Companies held 17,928 shares of Lemonade worth $1.06M as of Q2 2026.
  • Jones Financial Companies bought 2,402 Lemonade shares in Q2 2026, an estimated $140K.
  • Lemonade made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1869 holding.
  • Jones Financial Companies first reported a position in Lemonade in Q2 2024 and has held it in 9 quarters since.
  • 336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.