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West Branch Capital’s Lemonade LMND Stock Holding History

West Branch Capital’s Portfolio LMND Stock Details LMND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10
Closed -$627 – 374
2026
Q1 		$627 Hold
10
– – ﹤0.01% 329
2025
Q4 		$712 Hold
10
– – ﹤0.01% 364
2025
Q3 		$536 Hold
10
– – ﹤0.01% 400
2025
Q2 		$439 Hold
10
– – ﹤0.01% 421
2025
Q1 		$315 Hold
10
– – ﹤0.01% 458
2024
Q4 		$367 Hold
10
– – ﹤0.01% 448
2024
Q3 		$165 Hold
10
– – ﹤0.01% 485
2024
Q2 		$165 Hold
10
– – ﹤0.01% 421
2024
Q1 		$165 Hold
10
– – ﹤0.01% 412
2023
Q4 		$162 Hold
10
– – ﹤0.01% 431
2023
Q3 		$117 Hold
10
– – ﹤0.01% 433
2023
Q2 		$169 Hold
10
– – ﹤0.01% 438
2023
Q1 		$143 Hold
10
– – ﹤0.01% 448
2022
Q4 		$137 Hold
10
– – ﹤0.01% 445
2022
Q3 		$0 Buy
+10
New +$227 ﹤0.01% 463

Other funds holding LMND

PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Watershed Private Wealth Oak Brook, Illinois $355M AUM 22.87% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

West Branch Capital's LMND Position: Q2 2026 in Review

West Branch Capital sold out of Lemonade (LMND) in Q2 2026, closing a stake of 10 shares — an estimated $627 sold.

West Branch Capital first reported a position in LMND in Q3 2022 and held it in 15 quarters. The position peaked at $712 in Q4 2025. 48 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • West Branch Capital reported no remaining Lemonade position as of Q2 2026 after selling out during the quarter.
  • West Branch Capital sold 10 Lemonade shares in Q2 2026, an estimated $627.
  • West Branch Capital first reported a position in Lemonade in Q3 2022 and held it in 15 quarters.
  • West Branch Capital's Lemonade position peaked at $712 in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.