True Wealth Design
LMNR icon

True Wealth Design’s Limoneira LMNR Stock Holding History

True Wealth Design’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 		$381 Buy
32
+11
+52% +$148 ﹤0.01% 2214
2026
Q2 		$276 Buy
21
+13
+163% +$168 ﹤0.01% 2375
2026
Q1 		$108 Buy
8
+7
+700% +$97 ﹤0.01% 2458
2025
Q4 		$13 Sell
1
-9
-90% -$127 ﹤0.01% 2509
2025
Q3 		$149 Buy
10
+7
+233% +$108 ﹤0.01% 2366
2025
Q2 		$47 Buy
+3
New +$47 ﹤0.01% 2394

Other funds holding LMNR

Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

True Wealth Design's LMNR Position: Q3 2026 in Review

True Wealth Design increased its Limoneira (LMNR) stake by 52% in Q3 2026, buying an estimated $148 and bringing the position to 32 shares worth $381. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

True Wealth Design first reported a position in LMNR in Q2 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold LMNR as of Q3 2026.

  • True Wealth Design held 32 shares of Limoneira worth $381 as of Q3 2026.
  • True Wealth Design bought 11 Limoneira shares in Q3 2026, an estimated $148.
  • Limoneira made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2214 holding.
  • True Wealth Design first reported a position in Limoneira in Q2 2025 and has held it in 6 quarters since.
  • 14 funds tracked by Wall St. Rank held Limoneira as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.