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Summit Securities Group’s Limoneira LMNR Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-3,000
Closed -$47K – 1221
2025
Q2 		$47K Buy
+3,000
New +$47.5K 0.01% 531

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 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

Summit Securities Group's LMNR Position: Q3 2025 in Review

Summit Securities Group sold out of Limoneira (LMNR) in Q3 2025, closing a stake of 3,139 shares — an estimated $49.1K sold.

Summit Securities Group first reported a position in LMNR in Q2 2025 and held it in 1 quarter. The position peaked at $49.1K in Q2 2025. 106 funds tracked by Wall St. Rank hold LMNR as of Q3 2025.

  • Summit Securities Group reported no remaining Limoneira position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 3,139 Limoneira shares in Q3 2025, an estimated $49.1K.
  • Summit Securities Group first reported a position in Limoneira in Q2 2025 and held it in 1 quarter.
  • Summit Securities Group's Limoneira position peaked at $49.1K in Q2 2025.
  • 106 funds tracked by Wall St. Rank held Limoneira as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.