Sowell Financial Services
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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
Q3 		$466K Hold
39,160
– – 0.02% 688
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

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First Interstate Bank
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Versant Capital Management
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Trust Company of Vermont
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Nisa Investment Advisors
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GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Sowell Financial Services's LMNR Position: Q3 2026 in Review

Sowell Financial Services held its Limoneira (LMNR) position steady in Q3 2026 at 39,160 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #688.

Sowell Financial Services first reported a position in LMNR in Q4 2024 and has held it in 8 quarters since. The position peaked at $958K in Q4 2024. 17 funds tracked by Wall St. Rank hold LMNR as of Q3 2026.

  • Sowell Financial Services held 39,160 shares of Limoneira worth $466K as of Q3 2026.
  • Sowell Financial Services left its Limoneira share count unchanged in Q3 2026.
  • Limoneira made up 0.02% of Sowell Financial Services's portfolio in Q3 2026, its #688 holding.
  • Sowell Financial Services first reported a position in Limoneira in Q4 2024 and has held it in 8 quarters since.
  • Sowell Financial Services's Limoneira position peaked at $958K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Limoneira as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.