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 Q2	$1.16M	Hold	88,205	–	–	0.03%	290
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 $1.67B AUM 35.09% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FWSM

First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

Robertson Stephens Wealth Management's LMNR Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its Limoneira (LMNR) position steady in Q2 2026 at 88,205 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #290.

Robertson Stephens Wealth Management first reported a position in LMNR in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.49M in Q4 2024. 112 funds tracked by Wall St. Rank hold LMNR as of Q2 2026.

Robertson Stephens Wealth Management held 88,205 shares of Limoneira worth $1.16M as of Q2 2026.
Robertson Stephens Wealth Management left its Limoneira share count unchanged in Q2 2026.
Limoneira made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #290 holding.
Robertson Stephens Wealth Management first reported a position in Limoneira in Q1 2022 and has held it in 17 quarters since.
Robertson Stephens Wealth Management's Limoneira position peaked at $2.49M in Q4 2024.
112 funds tracked by Wall St. Rank held Limoneira as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.