Robertson Stephens Wealth Management’s Limoneira LMNR Stock Holding History

Robertson Stephens Wealth 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 Q1	$1.18M	Buy	+88,205	New	+$1.22M	0.03%	274
2025 Q4	–	Sell	-101,460	Closed	-$1.51M	–	666
2025 Q3	$1.51M	Hold	101,460	–	–	0.05%	209
2025 Q2	$1.59M	Hold	101,460	–	–	0.05%	213
2025 Q1	$1.81M	Hold	101,460	–	–	0.06%	201
2024 Q4	$2.49M	Buy	101,460 +60,010	+145%	+$1.6M	0.09%	175
2024 Q3	$1.1M	Hold	41,450	–	–	0.04%	265
2024 Q2	$863K	Hold	41,450	–	–	0.04%	246
2024 Q1	$814K	Hold	41,450	–	–	0.04%	266
2023 Q4	$858K	Sell	41,450 -5,000	-11%	-$80.9K	0.05%	238
2023 Q3	$712K	Hold	46,450	–	–	0.05%	252
2023 Q2	$723K	Hold	46,450	–	–	0.05%	230
2023 Q1	$774K	Hold	46,450	–	–	0.06%	232
2022 Q4	$571K	Hold	46,450	–	–	0.06%	244
2022 Q3	$612K	Hold	46,450	–	–	0.06%	196
2022 Q2	$654K	Hold	46,450	–	–	0.06%	207
2022 Q1	$681K	Buy	+46,450	New	+$675K	0.06%	222

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

Robertson Stephens Wealth Management's LMNR Position: Q1 2026 in Review

Robertson Stephens Wealth Management opened a new position in Limoneira (LMNR) in Q1 2026: 88,205 shares worth $1.18M. The stake represents 0.03% of the portfolio and ranks #274 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in LMNR as recently as Q3 2025.

Robertson Stephens Wealth Management first reported a position in LMNR in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.49M in Q4 2024. 118 funds tracked by Wall St. Rank hold LMNR as of Q1 2026.

Robertson Stephens Wealth Management held 88,205 shares of Limoneira worth $1.18M as of Q1 2026.
Limoneira was a new Robertson Stephens Wealth Management position in Q1 2026.
Limoneira made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #274 holding.
Robertson Stephens Wealth Management first reported a position in Limoneira in Q1 2022 and has held it in 16 quarters since.
Robertson Stephens Wealth Management's Limoneira position peaked at $2.49M in Q4 2024.
118 funds tracked by Wall St. Rank held Limoneira as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.