UBS Group
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UBS Group’s Limoneira LMNR Stock Holding History

UBS 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
2026
Q1 		$422K Buy
31,482
+19,692
+167% +$273K ﹤0.01% 6200
2025
Q4 		$149K Sell
11,790
-6,543
-36% -$92.4K ﹤0.01% 6722
2025
Q3 		$272K Buy
18,333
+1,610
+10% +$24.9K ﹤0.01% 6490
2025
Q2 		$262K Sell
16,723
-3,898
-19% -$61.7K ﹤0.01% 6534
2025
Q1 		$365K Sell
20,621
-2,253
-10% -$49K ﹤0.01% 6097
2024
Q4 		$559K Sell
22,874
-1,166
-5% -$31.2K ﹤0.01% 5758
2024
Q3 		$637K Buy
24,040
+14,140
+143% +$325K ﹤0.01% 5038
2024
Q2 		$206K Sell
9,900
-12,462
-56% -$251K ﹤0.01% 5642
2024
Q1 		$437K Sell
22,362
-2,039
-8% -$37.9K ﹤0.01% 5302
2023
Q4 		$503K Buy
24,401
+9,709
+66% +$157K ﹤0.01% 5101
2023
Q3 		$225K Sell
14,692
-1,135
-7% -$17.3K ﹤0.01% 5281
2023
Q2 		$246K Buy
15,827
+9,044
+133% +$149K ﹤0.01% 5345
2023
Q1 		$113K Buy
6,783
+733
+12% +$10.7K ﹤0.01% 5824
2022
Q4 		$73.9K Buy
6,050
+3,035
+101% +$38.9K ﹤0.01% 6382
2022
Q3 		$40K Buy
3,015
+395
+15% +$5.16K ﹤0.01% 6565
2022
Q2 		$37K Buy
2,620
+120
+5% +$1.51K ﹤0.01% 6159
2022
Q1 		$37K Sell
2,500
-5,344
-68% -$77.7K ﹤0.01% 6793
2021
Q4 		$118K Buy
7,844
+5,344
+214% +$83.9K ﹤0.01% 6147
2021
Q3 		$40K Hold
2,500
– – ﹤0.01% 6521
2021
Q2 		$44K Sell
2,500
-2,502
-50% -$45.8K ﹤0.01% 6557
2021
Q1 		$88K Sell
5,002
-1,111
-18% -$18.4K ﹤0.01% 6064
2020
Q4 		$102K Buy
6,113
+3,697
+153% +$55.5K ﹤0.01% 5674
2020
Q3 		$34K Sell
2,416
-4,532
-65% -$65K ﹤0.01% 5910
2020
Q2 		$100K Sell
6,948
-5,337
-43% -$70.1K ﹤0.01% 5308
2020
Q1 		$161K Sell
12,285
-7,401
-38% -$133K ﹤0.01% 4891
2019
Q4 		$378K Buy
19,686
+8,767
+80% +$168K ﹤0.01% 5085
2019
Q3 		$201K Buy
10,919
+6,058
+125% +$115K ﹤0.01% 5251
2019
Q2 		$97K Buy
4,861
+3,691
+315% +$78.8K ﹤0.01% 5393
2019
Q1 		$28K Sell
1,170
-6,950
-86% -$157K ﹤0.01% 6005
2018
Q4 		$159K Buy
8,120
+3,391
+72% +$80.1K ﹤0.01% 5135
2018
Q3 		$123K Buy
4,729
+1,917
+68% +$53.3K ﹤0.01% 5407
2018
Q2 		$69K Buy
2,812
+994
+55% +$24.2K ﹤0.01% 5734
2018
Q1 		$43K Sell
1,818
-1,031
-36% -$22.2K ﹤0.01% 5831
2017
Q4 		$64K Buy
2,849
+1,212
+74% +$28.1K ﹤0.01% 5660
2017
Q3 		$38K Sell
1,637
-282
-15% -$6.28K ﹤0.01% 5995
2017
Q2 		$46K Buy
1,919
+352
+22% +$7.16K ﹤0.01% 5710
2017
Q1 		$33K Sell
1,567
-1,467
-48% -$27.2K ﹤0.01% 5786
2016
Q4 		$65K Buy
3,034
+569
+23% +$11K ﹤0.01% 5619
2016
Q3 		$47K Buy
2,465
+1,215
+97% +$21.9K ﹤0.01% 5569
2016
Q2 		$22K Hold
1,250
– – ﹤0.01% 6220
2016
Q1 		$19K Sell
1,250
-1,719
-58% -$23.3K ﹤0.01% 6241
2015
Q4 		$45K Buy
2,969
+1,969
+197% +$31.8K ﹤0.01% 5909
2015
Q3 		$17K Hold
1,000
– – ﹤0.01% 6852
2015
Q2 		$22K Sell
1,000
-1,195
-54% -$26.8K ﹤0.01% 6788
2015
Q1 		$48K Sell
2,195
-1,066
-33% -$23.1K ﹤0.01% 6089
2014
Q4 		$81K Buy
+3,261
New +$81.2K ﹤0.01% 5925

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 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
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
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

UBS Group's LMNR Position: Q1 2026 in Review

UBS Group increased its Limoneira (LMNR) stake by 167% in Q1 2026, buying an estimated $273K and bringing the position to 31,482 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #6200.

UBS Group first reported a position in LMNR in Q4 2014 and has held it in 46 quarters since. The position peaked at $637K in Q3 2024. 118 funds tracked by Wall St. Rank hold LMNR as of Q1 2026.

  • UBS Group held 31,482 shares of Limoneira worth $422K as of Q1 2026.
  • UBS Group bought 19,692 Limoneira shares in Q1 2026, an estimated $273K.
  • Limoneira made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6200 holding.
  • UBS Group first reported a position in Limoneira in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Limoneira position peaked at $637K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held Limoneira as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.