Morgan Stanley’s Limoneira LMNR Stock Holding History

Morgan Stanley’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	$1.58M	Buy	117,451 +9,071	+8%	+$126K	﹤0.01%	4903
2025 Q4	$1.37M	Buy	108,380 +18,758	+21%	+$265K	﹤0.01%	5028
2025 Q3	$1.33M	Sell	89,622 -11,440	-11%	-$177K	﹤0.01%	5016
2025 Q2	$1.58M	Buy	101,062 +46,399	+85%	+$734K	﹤0.01%	4859
2025 Q1	$969K	Sell	54,663 -18,709	-25%	-$407K	﹤0.01%	5015
2024 Q4	$1.79M	Sell	73,372 -32,101	-30%	-$858K	﹤0.01%	4782
2024 Q3	$2.8M	Buy	105,473 +20,054	+23%	+$460K	﹤0.01%	4416
2024 Q2	$1.78M	Buy	85,419 +11,164	+15%	+$225K	﹤0.01%	4637
2024 Q1	$1.45M	Sell	74,255 -126,219	-63%	-$2.34M	﹤0.01%	4756
2023 Q4	$4.14M	Buy	200,474 +137,870	+220%	+$2.23M	﹤0.01%	4485
2023 Q3	$959K	Sell	62,604 -5,914	-9%	-$90.2K	﹤0.01%	4825
2023 Q2	$1.07M	Sell	68,518 -2,734	-4%	-$45K	﹤0.01%	4791
2023 Q1	$1.19M	Buy	71,252 +21,349	+43%	+$312K	﹤0.01%	4756
2022 Q4	$609K	Buy	49,903 +4,393	+10%	+$56.4K	﹤0.01%	5137
2022 Q3	$600K	Sell	45,510 -27,967	-38%	-$365K	﹤0.01%	5174
2022 Q2	$1.03M	Buy	73,477 +9,081	+14%	+$114K	﹤0.01%	4999
2022 Q1	$946K	Sell	64,396 -18,741	-23%	-$273K	﹤0.01%	5034
2021 Q4	$1.25M	Sell	83,137 -9,498	-10%	-$149K	﹤0.01%	4913
2021 Q3	$1.5M	Sell	92,635 -10,414	-10%	-$175K	﹤0.01%	4787
2021 Q2	$1.81M	Buy	103,049 +8,536	+9%	+$156K	﹤0.01%	4707
2021 Q1	$1.65M	Buy	94,513 +5,780	+7%	+$95.5K	﹤0.01%	4401
2020 Q4	$1.48M	Buy	88,733 +12,685	+17%	+$191K	﹤0.01%	4404
2020 Q3	$1.09M	Sell	76,048 -6,256	-8%	-$89.7K	﹤0.01%	4154
2020 Q2	$1.19M	Buy	82,304 +75	+0.1%	+$985	﹤0.01%	4037
2020 Q1	$1.08M	Sell	82,229 -22,416	-21%	-$403K	﹤0.01%	3897
2019 Q4	$2.01M	Buy	104,645 +13,822	+15%	+$264K	﹤0.01%	4036
2019 Q3	$1.67M	Buy	90,823 +7,110	+8%	+$135K	﹤0.01%	3942
2019 Q2	$1.67M	Buy	83,713 +2,832	+4%	+$60.5K	﹤0.01%	3910
2019 Q1	$1.9M	Sell	80,881 -21,624	-21%	-$489K	﹤0.01%	3622
2018 Q4	$2M	Sell	102,505 -6,528	-6%	-$154K	﹤0.01%	3765
2018 Q3	$2.85M	Buy	109,033 +3,513	+3%	+$97.7K	﹤0.01%	3710
2018 Q2	$2.6M	Buy	105,520 +13,316	+14%	+$325K	﹤0.01%	3833
2018 Q1	$2.19M	Buy	92,204 +5,100	+6%	+$110K	﹤0.01%	3924
2017 Q4	$1.95M	Sell	87,104 -315	-0.4%	-$7.31K	﹤0.01%	4055
2017 Q3	$2.03M	Buy	87,419 +18,566	+27%	+$414K	﹤0.01%	3872
2017 Q2	$1.63M	Buy	68,853 +2,044	+3%	+$41.5K	﹤0.01%	3977
2017 Q1	$1.4M	Sell	66,809 -16,775	-20%	-$312K	﹤0.01%	4130
2016 Q4	$1.8M	Buy	83,584 +33,989	+69%	+$658K	﹤0.01%	4022
2016 Q3	$938K	Buy	49,595 +4,145	+9%	+$74.8K	﹤0.01%	4083
2016 Q2	$801K	Buy	45,450 +1,700	+4%	+$28.3K	﹤0.01%	4135
2016 Q1	$665K	Buy	43,750 +7,324	+20%	+$99.2K	﹤0.01%	4244
2015 Q4	$544K	Sell	36,426 -137	-0.4%	-$2.21K	﹤0.01%	4490
2015 Q3	$611K	Buy	36,563 +4,913	+16%	+$94.2K	﹤0.01%	4480
2015 Q2	$704K	Buy	31,650 +687	+2%	+$15.4K	﹤0.01%	4464
2015 Q1	$675K	Sell	30,963 -19,908	-39%	-$431K	﹤0.01%	4427
2014 Q4	$1.27M	Buy	50,871 +12,859	+34%	+$320K	﹤0.01%	3956
2014 Q3	$901K	Buy	38,012 +8,768	+30%	+$201K	﹤0.01%	4118
2014 Q2	$643K	Buy	29,244 +2,446	+9%	+$55K	﹤0.01%	4400
2014 Q1	$608K	Buy	26,798 +2,796	+12%	+$63.1K	﹤0.01%	4410
2013 Q4	$638K	Buy	24,002 +889	+4%	+$22.5K	﹤0.01%	4278
2013 Q3	$593K	Buy	23,113 +1,206	+6%	+$27.1K	﹤0.01%	4210
2013 Q2	$453K	Buy	+21,907	New	+$425K	﹤0.01%	4330

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 $148M AUM 89.92% 1-Year Est. Return

Morgan Stanley's LMNR Position: Q1 2026 in Review

Morgan Stanley increased its Limoneira (LMNR) stake by 8.4% in Q1 2026, buying an estimated $126K and bringing the position to 117,451 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #4903.

Morgan Stanley first reported a position in LMNR in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.14M in Q4 2023. 118 funds tracked by Wall St. Rank hold LMNR as of Q1 2026.

Morgan Stanley held 117,451 shares of Limoneira worth $1.58M as of Q1 2026.
Morgan Stanley bought 9,071 Limoneira shares in Q1 2026, an estimated $126K.
Limoneira made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4903 holding.
Morgan Stanley first reported a position in Limoneira in Q2 2013 and has held it in 52 quarters since.
Morgan Stanley's Limoneira position peaked at $4.14M in Q4 2023.
118 funds tracked by Wall St. Rank held Limoneira as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.