Marquette Asset Management’s Limoneira LMNR Stock Holding History

Marquette Asset Management’s Portfolio LMNR Stock Details LMNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$608K	Buy	+46,335	New	+$597K	0.08%	40
2024 Q3	–	Sell	-10,994	Closed	-$229K	–	246
2024 Q2	$229K	Hold	10,994	–	–	0.04%	65
2024 Q1	$215K	Hold	10,994	–	–	0.04%	71
2023 Q4	$227K	Hold	10,994	–	–	0.04%	67
2023 Q3	$168K	Hold	10,994	–	–	0.04%	79
2023 Q2	$171K	Hold	10,994	–	–	0.04%	86
2023 Q1	$183K	Hold	10,994	–	–	0.05%	87
2022 Q4	$134K	Hold	10,994	–	–	0.04%	94
2022 Q3	$145K	Buy	10,994 +1,211	+12%	+$15.8K	0.05%	79
2022 Q2	$138K	Buy	+9,783	New	+$123K	0.04%	104

Other funds holding LMNR

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Marquette Asset Management's LMNR Position: Q2 2026 in Review

Marquette Asset Management opened a new position in Limoneira (LMNR) in Q2 2026: 46,335 shares worth $608K. The stake represents 0.08% of the portfolio and ranks #40 among its holdings. This is a return to the name: Marquette Asset Management previously reported a position in LMNR as recently as Q2 2024.

Marquette Asset Management first reported a position in LMNR in Q2 2022 and has held it in 10 quarters since. 6 funds tracked by Wall St. Rank hold LMNR as of Q2 2026.

Marquette Asset Management held 46,335 shares of Limoneira worth $608K as of Q2 2026.
Limoneira was a new Marquette Asset Management position in Q2 2026.
Limoneira made up 0.08% of Marquette Asset Management's portfolio in Q2 2026, its #40 holding.
Marquette Asset Management first reported a position in Limoneira in Q2 2022 and has held it in 10 quarters since.
6 funds tracked by Wall St. Rank held Limoneira as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.