SFS
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Sowell Financial Services’s Limoneira LMNR Stock Holding History

Sowell Financial Services’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 		$514K Hold
39,160
– – 0.02% 638
2026
Q1 		$526K Hold
39,160
– – 0.02% 621
2025
Q4 		$494K Hold
39,160
– – 0.02% 652
2025
Q3 		$582K Hold
39,160
– – 0.02% 595
2025
Q2 		$613K Hold
39,160
– – 0.03% 556
2025
Q1 		$694K Hold
39,160
– – 0.03% 502
2024
Q4 		$958K Buy
+39,160
New +$1.05M 0.05% 318

Other funds holding LMNR

MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Sowell Financial Services's LMNR Position: Q2 2026 in Review

Sowell Financial Services held its Limoneira (LMNR) position steady in Q2 2026 at 39,160 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #638.

Sowell Financial Services first reported a position in LMNR in Q4 2024 and has held it in 7 quarters since. The position peaked at $958K in Q4 2024. 10 funds tracked by Wall St. Rank hold LMNR as of Q2 2026.

  • Sowell Financial Services held 39,160 shares of Limoneira worth $514K as of Q2 2026.
  • Sowell Financial Services left its Limoneira share count unchanged in Q2 2026.
  • Limoneira made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #638 holding.
  • Sowell Financial Services first reported a position in Limoneira in Q4 2024 and has held it in 7 quarters since.
  • Sowell Financial Services's Limoneira position peaked at $958K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Limoneira as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.