Marshall Wace’s Limoneira LMNR Stock Holding History

Marshall Wace’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 Q1	$172K	Buy	+12,796	New	+$178K	﹤0.01%	2814
2023 Q2	–	Sell	-12,042	Closed	-$201K	–	2740
2023 Q1	$201K	Sell	12,042 -16,365	-58%	-$239K	﹤0.01%	2410
2022 Q4	$347K	Buy	28,407 +14,819	+109%	+$190K	﹤0.01%	2515
2022 Q3	$178K	Sell	13,588 -93,216	-87%	-$1.22M	﹤0.01%	3108
2022 Q2	$1.51M	Buy	+106,804	New	+$1.34M	﹤0.01%	2187
2022 Q1	–	Sell	-8,590	Closed	-$130K	–	3712
2021 Q4	$130K	Sell	8,590 -11,808	-58%	-$185K	﹤0.01%	3312
2021 Q3	$330K	Sell	20,398 -20,230	-50%	-$340K	﹤0.01%	2600
2021 Q2	$713K	Buy	40,628 +22,306	+122%	+$409K	﹤0.01%	1969
2021 Q1	$321K	Buy	+18,322	New	+$303K	﹤0.01%	2107
2018 Q4	–	Sell	-127,661	Closed	-$3.33M	–	1708
2018 Q3	$3.33M	Buy	+127,661	New	+$3.55M	0.03%	558

Other funds holding LMNR

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

PLC

Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

Marshall Wace's LMNR Position: Q1 2026 in Review

Marshall Wace opened a new position in Limoneira (LMNR) in Q1 2026: 12,796 shares worth $172K. The stake represents ﹤0.01% of the portfolio and ranks #2814 among its holdings. This is a return to the name: Marshall Wace previously reported a position in LMNR as recently as Q1 2023.

Marshall Wace first reported a position in LMNR in Q3 2018 and has held it in 10 quarters since. The position peaked at $3.33M in Q3 2018. 118 funds tracked by Wall St. Rank hold LMNR as of Q1 2026.

Marshall Wace held 12,796 shares of Limoneira worth $172K as of Q1 2026.
Limoneira was a new Marshall Wace position in Q1 2026.
Limoneira made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2814 holding.
Marshall Wace first reported a position in Limoneira in Q3 2018 and has held it in 10 quarters since.
Marshall Wace's Limoneira position peaked at $3.33M in Q3 2018.
118 funds tracked by Wall St. Rank held Limoneira as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.