Williamson Legacy Group’s Lemonade LMND Stock Holding History

Williamson Legacy Group’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	-9,719	Closed	-$609K	–	97
2026 Q1	$609K	Sell	9,719 -4,461	-31%	-$309K	0.46%	68
2025 Q4	$1.01M	Buy	+14,180	New	+$953K	0.79%	54

Other funds holding LMND

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Williamson Legacy Group's LMND Position: Q2 2026 in Review

Williamson Legacy Group sold out of Lemonade (LMND) in Q2 2026, closing a stake of 9,719 shares — an estimated $609K sold.

Williamson Legacy Group first reported a position in LMND in Q4 2025 and held it in 2 quarters. The position peaked at $1.01M in Q4 2025. 338 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

Williamson Legacy Group reported no remaining Lemonade position as of Q2 2026 after selling out during the quarter.
Williamson Legacy Group sold 9,719 Lemonade shares in Q2 2026, an estimated $609K.
Williamson Legacy Group first reported a position in Lemonade in Q4 2025 and held it in 2 quarters.
Williamson Legacy Group's Lemonade position peaked at $1.01M in Q4 2025.
338 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.