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Spire Wealth Management’s Limoneira LMNR Stock Holding History

Spire 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
2025
Q2 		– Sell
-755
Closed -$13.4K – 2488
2025
Q1 		$13.4K Hold
755
– – ﹤0.01% 1746
2024
Q4 		$18.5K Sell
755
-374
-33% -$10K ﹤0.01% 1648
2024
Q3 		$29.9K Hold
1,129
– – ﹤0.01% 1311
2024
Q2 		$23.5K Buy
+1,129
New +$22.7K ﹤0.01% 1385
2024
Q1 		– Sell
-1,000
Closed -$18.2K – 2361
2023
Q4 		$18.2K Buy
1,000
+211
+27% +$3.41K ﹤0.01% 1567
2023
Q3 		$12.1K Buy
+789
New +$12K ﹤0.01% 1670

Other funds holding LMNR

GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $58.1B AUM 27.19% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Spire Wealth Management's LMNR Position: Q2 2025 in Review

Spire Wealth Management sold out of Limoneira (LMNR) in Q2 2025, closing a stake of 755 shares — an estimated $13.4K sold.

Spire Wealth Management first reported a position in LMNR in Q3 2023 and held it in 6 quarters. The position peaked at $29.9K in Q3 2024. 113 funds tracked by Wall St. Rank hold LMNR as of Q2 2025.

  • Spire Wealth Management reported no remaining Limoneira position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 755 Limoneira shares in Q2 2025, an estimated $13.4K.
  • Spire Wealth Management first reported a position in Limoneira in Q3 2023 and held it in 6 quarters.
  • Spire Wealth Management's Limoneira position peaked at $29.9K in Q3 2024.
  • 113 funds tracked by Wall St. Rank held Limoneira as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.