Private Wealth Management Group’s Lemonade LMND Stock Holding History

Private Wealth Management Group’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	$6.5K	Hold	100	–	–	﹤0.01%	735
2026 Q1	$6.27K	Sell	100 -18	-15%	-$1.25K	﹤0.01%	687
2025 Q4	$8.4K	Hold	118	–	–	﹤0.01%	569
2025 Q3	$6.32K	Hold	118	–	–	﹤0.01%	699
2025 Q2	$5.17K	Hold	118	–	–	﹤0.01%	741
2025 Q1	$3.71K	Hold	118	–	–	﹤0.01%	843
2024 Q4	$4.33K	Hold	118	–	–	﹤0.01%	803
2024 Q3	$1.95K	Hold	118	–	–	﹤0.01%	1073
2024 Q2	$1.95K	Sell	118 -117	-50%	-$1.95K	﹤0.01%	1056
2024 Q1	$3.86K	Buy	235 +118	+101%	+$1.98K	﹤0.01%	715
2023 Q4	$1.89K	Buy	+117	New	+$1.76K	﹤0.01%	1004

Other funds holding LMND

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Private Wealth Management Group's LMND Position: Q2 2026 in Review

Private Wealth Management Group held its Lemonade (LMND) position steady in Q2 2026 at 100 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Private Wealth Management Group first reported a position in LMND in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.4K in Q4 2025. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

Private Wealth Management Group held 100 shares of Lemonade worth $6.5K as of Q2 2026.
Private Wealth Management Group left its Lemonade share count unchanged in Q2 2026.
Lemonade made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #735 holding.
Private Wealth Management Group first reported a position in Lemonade in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Lemonade position peaked at $8.4K in Q4 2025.
336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.