Sigma Planning Corp’s Lemonade LMND Stock Holding History

Sigma Planning Corp’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
2025 Q4	–	Sell	-13,125	Closed	-$703K	–	1354
2025 Q3	$703K	Buy	+13,125	New	+$640K	0.02%	672

Other funds holding LMND

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sigma Planning Corp's LMND Position: Q4 2025 in Review

Sigma Planning Corp sold out of Lemonade (LMND) in Q4 2025, closing a stake of 13,125 shares — an estimated $703K sold.

Sigma Planning Corp first reported a position in LMND in Q3 2025 and held it in 1 quarter. The position peaked at $703K in Q3 2025. 350 funds tracked by Wall St. Rank hold LMND as of Q4 2025.

Sigma Planning Corp reported no remaining Lemonade position as of Q4 2025 after selling out during the quarter.
Sigma Planning Corp sold 13,125 Lemonade shares in Q4 2025, an estimated $703K.
Sigma Planning Corp first reported a position in Lemonade in Q3 2025 and held it in 1 quarter.
Sigma Planning Corp's Lemonade position peaked at $703K in Q3 2025.
350 funds tracked by Wall St. Rank held Lemonade as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.