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Rothschild Investment LLC’s Limoneira LMNR Stock Holding History

Rothschild Investment LLC’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 		$79 Sell
6
-27
-82% -$348 ﹤0.01% 3535
2026
Q1 		$443 Sell
33
-12
-27% -$167 ﹤0.01% 3162
2025
Q4 		$568 Buy
+45
New +$635 ﹤0.01% 2889
2025
Q1 		– Sell
-5
Closed -$122 – 3068
2024
Q4 		$122 Hold
5
– – ﹤0.01% 2886
2024
Q3 		$133 Hold
5
– – ﹤0.01% 2798
2024
Q2 		$104 Buy
+5
New +$101 ﹤0.01% 2731

Other funds holding LMNR

PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 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
SIC
SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Rothschild Investment LLC's LMNR Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Limoneira (LMNR) stake by 82% in Q2 2026, selling an estimated $348 and leaving 6 shares worth $79. The position accounts for ﹤0.01% of the portfolio, ranked #3535.

Rothschild Investment LLC first reported a position in LMNR in Q2 2024 and has held it in 6 quarters since. The position peaked at $568 in Q4 2025. 37 funds tracked by Wall St. Rank hold LMNR as of Q2 2026.

  • Rothschild Investment LLC held 6 shares of Limoneira worth $79 as of Q2 2026.
  • Rothschild Investment LLC sold 27 Limoneira shares in Q2 2026, an estimated $348.
  • Limoneira made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3535 holding.
  • Rothschild Investment LLC first reported a position in Limoneira in Q2 2024 and has held it in 6 quarters since.
  • Rothschild Investment LLC's Limoneira position peaked at $568 in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Limoneira as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.