Laurel Wealth Advisors (North Carolina)’s Lemonade LMND Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2025 Q2	–	Sell	-19	Closed	-$598	–	466
2025 Q1	$598	Hold	19	–	–	﹤0.01%	660
2024 Q4	$697	Hold	19	–	–	﹤0.01%	682
2024 Q3	$314	Buy	+19	New	+$349	﹤0.01%	669
2021 Q4	–	Sell	-50	Closed	-$3K	–	684
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	549
2021 Q2	$5K	Sell	50 -15	-23%	-$1.36K	﹤0.01%	546
2021 Q1	$6K	Buy	+65	New	+$8.39K	﹤0.01%	469

Other funds holding LMND

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s LMND Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of Lemonade (LMND) in Q2 2025, closing a stake of 19 shares — an estimated $598 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in LMND in Q1 2021 and held it in 6 quarters. The position peaked at $6K in Q1 2021. 277 funds tracked by Wall St. Rank hold LMND as of Q2 2025.

Laurel Wealth Advisors (North Carolina) reported no remaining Lemonade position as of Q2 2025 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 19 Lemonade shares in Q2 2025, an estimated $598.
Laurel Wealth Advisors (North Carolina) first reported a position in Lemonade in Q1 2021 and held it in 6 quarters.
Laurel Wealth Advisors (North Carolina)'s Lemonade position peaked at $6K in Q1 2021.
277 funds tracked by Wall St. Rank held Lemonade as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.