UBS AM
LMNR icon

UBS AM’s Limoneira LMNR Stock Holding History

UBS AM’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 		$4.94K Hold
376
– – ﹤0.01% 3401
2026
Q1 		$5.05K Buy
376
+304
+422% +$4.22K ﹤0.01% 3458
2025
Q4 		$909 Buy
+72
New +$1.02K ﹤0.01% 3193

Other funds holding LMNR

GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

UBS AM's LMNR Position: Q2 2026 in Review

UBS AM held its Limoneira (LMNR) position steady in Q2 2026 at 376 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3401.

UBS AM first reported a position in LMNR in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.05K in Q1 2026. 112 funds tracked by Wall St. Rank hold LMNR as of Q2 2026.

  • UBS AM held 376 shares of Limoneira worth $4.94K as of Q2 2026.
  • UBS AM left its Limoneira share count unchanged in Q2 2026.
  • Limoneira made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3401 holding.
  • UBS AM first reported a position in Limoneira in Q4 2025 and has held it in 3 quarters since.
  • UBS AM's Limoneira position peaked at $5.05K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Limoneira as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.