MPWT
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MassMutual Private Wealth & Trust’s Limoneira LMNR Stock Holding History

MassMutual Private Wealth & Trust’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 		$4.98K Hold
379
– – ﹤0.01% 1682
2026
Q1 		$5.09K Buy
379
+16
+4% +$222 ﹤0.01% 1674
2025
Q4 		$4.58K Buy
363
+283
+354% +$4K ﹤0.01% 1712
2025
Q3 		$1.19K Sell
80
-36
-31% -$557 ﹤0.01% 2114
2025
Q2 		$1.81K Buy
+116
New +$1.83K ﹤0.01% 1979

Other funds holding LMNR

PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

MassMutual Private Wealth & Trust's LMNR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Limoneira (LMNR) position steady in Q2 2026 at 379 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

MassMutual Private Wealth & Trust first reported a position in LMNR in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.09K in Q1 2026. 28 funds tracked by Wall St. Rank hold LMNR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 379 shares of Limoneira worth $4.98K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its Limoneira share count unchanged in Q2 2026.
  • Limoneira made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1682 holding.
  • MassMutual Private Wealth & Trust first reported a position in Limoneira in Q2 2025 and has held it in 5 quarters since.
  • MassMutual Private Wealth & Trust's Limoneira position peaked at $5.09K in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Limoneira as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.