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Wealth Preservation Advisors’s Limoneira LMNR Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-5
Closed -$67 – 552
2026
Q1 		$67 Buy
+5
New +$69 ﹤0.01% 961

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

Wealth Preservation Advisors's LMNR Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Limoneira (LMNR) in Q2 2026, closing a stake of 5 shares — an estimated $67 sold.

Wealth Preservation Advisors first reported a position in LMNR in Q1 2026 and held it in 1 quarter. The position peaked at $67 in Q1 2026. 111 funds tracked by Wall St. Rank hold LMNR as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Limoneira position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 5 Limoneira shares in Q2 2026, an estimated $67.
  • Wealth Preservation Advisors first reported a position in Limoneira in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Limoneira position peaked at $67 in Q1 2026.
  • 111 funds tracked by Wall St. Rank held Limoneira as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.