LPL Financial
LMND icon

LPL Financial’s Lemonade LMND Stock Holding History

LPL Financial’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 		$6.63M Buy
101,900
+5,878
+6% +$344K ﹤0.01% 2532
2026
Q1 		$6.02M Buy
96,022
+20,387
+27% +$1.41M ﹤0.01% 2459
2025
Q4 		$5.38M Buy
75,635
+10,523
+16% +$707K ﹤0.01% 2471
2025
Q3 		$3.49M Buy
65,112
+17,915
+38% +$874K ﹤0.01% 2802
2025
Q2 		$2.07M Buy
47,197
+9,036
+24% +$301K ﹤0.01% 3092
2025
Q1 		$1.2M Buy
38,161
+1,966
+5% +$67.7K ﹤0.01% 3402
2024
Q4 		$1.33M Buy
36,195
+2,691
+8% +$85.9K ﹤0.01% 3237
2024
Q3 		$552K Buy
33,504
+1,670
+5% +$30.6K ﹤0.01% 3910
2024
Q2 		$525K Buy
31,834
+3,877
+14% +$64.7K ﹤0.01% 3834
2024
Q1 		$459K Buy
27,957
+1,498
+6% +$25.2K ﹤0.01% 3861
2023
Q4 		$427K Sell
26,459
-1,573
-6% -$23.7K ﹤0.01% 3784
2023
Q3 		$326K Buy
28,032
+4,656
+20% +$74.7K ﹤0.01% 3842
2023
Q2 		$394K Sell
23,376
-479
-2% -$7.49K ﹤0.01% 3645
2023
Q1 		$340K Buy
23,855
+856
+4% +$13K ﹤0.01% 3641
2022
Q4 		$315K Sell
22,999
-3,608
-14% -$71.3K ﹤0.01% 3613
2022
Q3 		$564K Buy
26,607
+924
+4% +$21K ﹤0.01% 3046
2022
Q2 		$469K Sell
25,683
-693
-3% -$14.6K ﹤0.01% 3266
2022
Q1 		$696K Sell
26,376
-1,893
-7% -$53.6K ﹤0.01% 2920
2021
Q4 		$1.19M Sell
28,269
-14,538
-34% -$817K ﹤0.01% 2506
2021
Q3 		$2.87M Sell
42,807
-385
-0.9% -$31K ﹤0.01% 1779
2021
Q2 		$4.73M Buy
43,192
+8,969
+26% +$814K ﹤0.01% 1376
2021
Q1 		$3.19M Buy
34,223
+26,287
+331% +$3.4M ﹤0.01% 1531
2020
Q4 		$972K Buy
+7,936
New +$585K ﹤0.01% 2208

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

LPL Financial's LMND Position: Q2 2026 in Review

LPL Financial increased its Lemonade (LMND) stake by 6.1% in Q2 2026, buying an estimated $344K and bringing the position to 101,900 shares worth $6.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2532.

LPL Financial first reported a position in LMND in Q4 2020 and has held it in 23 quarters since. 337 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • LPL Financial held 101,900 shares of Lemonade worth $6.63M as of Q2 2026.
  • LPL Financial bought 5,878 Lemonade shares in Q2 2026, an estimated $344K.
  • Lemonade made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2532 holding.
  • LPL Financial first reported a position in Lemonade in Q4 2020 and has held it in 23 quarters since.
  • 337 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.