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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
Q1 		$67 Buy
+5
New +$69 ﹤0.01% 961

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

Wealth Preservation Advisors's LMNR Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Limoneira (LMNR) in Q1 2026: 5 shares worth $67. The stake represents ﹤0.01% of the portfolio and ranks #961 among its holdings.

118 funds tracked by Wall St. Rank hold LMNR as of Q1 2026.

  • Wealth Preservation Advisors held 5 shares of Limoneira worth $67 as of Q1 2026.
  • Limoneira was a new Wealth Preservation Advisors position in Q1 2026.
  • Limoneira made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #961 holding.
  • 118 funds tracked by Wall St. Rank held Limoneira as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.