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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
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

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's LMNR Position: Q2 2026 in Review

True Wealth Design increased its Limoneira (LMNR) stake by 163% in Q2 2026, buying an estimated $168 and bringing the position to 21 shares worth $276. The position accounts for ﹤0.01% of the portfolio, ranked #2375.

True Wealth Design first reported a position in LMNR in Q2 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold LMNR as of Q2 2026.

  • True Wealth Design held 21 shares of Limoneira worth $276 as of Q2 2026.
  • True Wealth Design bought 13 Limoneira shares in Q2 2026, an estimated $168.
  • Limoneira made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2375 holding.
  • True Wealth Design first reported a position in Limoneira in Q2 2025 and has held it in 5 quarters since.
  • 6 funds tracked by Wall St. Rank held Limoneira as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.