Whittier Trust’s Limoneira LMNR Stock Holding History

Whittier Trust’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	$249K	Buy	18,980 +2,612	+16%	+$36.3K	﹤0.01%	545
2025 Q4	$207K	Sell	16,368 -4,388	-21%	-$62K	﹤0.01%	590
2025 Q3	$313K	Hold	20,756	–	–	﹤0.01%	512
2025 Q2	$325K	Hold	20,756	–	–	﹤0.01%	566
2025 Q1	$368K	Hold	20,756	–	–	0.01%	538
2024 Q4	$507K	Hold	20,756	–	–	0.01%	495
2024 Q3	$550K	Hold	20,756	–	–	0.01%	487
2024 Q2	$432K	Hold	20,756	–	–	0.01%	510
2024 Q1	$406K	Hold	20,756	–	–	0.01%	529
2023 Q4	$428K	Hold	20,756	–	–	0.01%	506
2023 Q3	$318K	Hold	20,756	–	–	0.01%	550
2023 Q2	$323K	Sell	20,756 -794	-4%	-$13.1K	0.01%	540
2023 Q1	$359K	Sell	21,550 -1,539	-7%	-$22.5K	0.01%	531
2022 Q4	$282K	Hold	23,089	–	–	0.01%	573
2022 Q3	$304K	Sell	23,089 -369	-2%	-$4.82K	0.01%	541
2022 Q2	$331K	Buy	23,458 +369	+2%	+$4.65K	0.01%	533
2022 Q1	$339K	Hold	23,089	–	–	0.01%	566
2021 Q4	$346K	Hold	23,089	–	–	0.01%	561
2021 Q3	$373K	Hold	23,089	–	–	0.01%	515
2021 Q2	$405K	Hold	23,089	–	–	0.01%	509
2021 Q1	$404K	Hold	23,089	–	–	0.01%	512
2020 Q4	$384K	Buy	23,089 +1,000	+5%	+$15K	0.01%	473
2020 Q3	$316K	Hold	22,089	–	–	0.01%	491
2020 Q2	$320K	Hold	22,089	–	–	0.01%	465
2020 Q1	$289K	Hold	22,089	–	–	0.01%	451
2019 Q4	$425K	Hold	22,089	–	–	0.01%	420
2019 Q3	$406K	Hold	22,089	–	–	0.01%	426
2019 Q2	$440K	Hold	22,089	–	–	0.01%	411
2019 Q1	$520K	Hold	22,089	–	–	0.02%	379
2018 Q4	$432K	Buy	+22,089	New	+$522K	0.01%	387
2015 Q4	–	Sell	-2,500	Closed	-$42K	–	1212
2015 Q3	$42K	Hold	2,500	–	–	﹤0.01%	735
2015 Q2	$56K	Hold	2,500	–	–	﹤0.01%	719
2015 Q1	$54K	Buy	+2,500	New	+$54.2K	﹤0.01%	703

Other funds holding LMNR

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

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

Whittier Trust's LMNR Position: Q1 2026 in Review

Whittier Trust increased its Limoneira (LMNR) stake by 16% in Q1 2026, buying an estimated $36.3K and bringing the position to 18,980 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Whittier Trust first reported a position in LMNR in Q1 2015 and has held it in 33 quarters since. The position peaked at $550K in Q3 2024. 118 funds tracked by Wall St. Rank hold LMNR as of Q1 2026.

Whittier Trust held 18,980 shares of Limoneira worth $249K as of Q1 2026.
Whittier Trust bought 2,612 Limoneira shares in Q1 2026, an estimated $36.3K.
Limoneira made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #545 holding.
Whittier Trust first reported a position in Limoneira in Q1 2015 and has held it in 33 quarters since.
Whittier Trust's Limoneira position peaked at $550K in Q3 2024.
118 funds tracked by Wall St. Rank held Limoneira as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.