WLG
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Williamson Legacy Group's LMND Position: Q1 2026 in Review

Williamson Legacy Group reduced its Lemonade (LMND) stake by 31% in Q1 2026, selling an estimated $309K and leaving 9,719 shares worth $609K. The position accounts for 0.46% of the portfolio, ranked #68.

Williamson Legacy Group first reported a position in LMND in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.01M in Q4 2025. 345 funds tracked by Wall St. Rank hold LMND as of Q1 2026.

  • Williamson Legacy Group held 9,719 shares of Lemonade worth $609K as of Q1 2026.
  • Williamson Legacy Group sold 4,461 Lemonade shares in Q1 2026, an estimated $309K.
  • Lemonade made up 0.46% of Williamson Legacy Group's portfolio in Q1 2026, its #68 holding.
  • Williamson Legacy Group first reported a position in Lemonade in Q4 2025 and has held it in 2 quarters since.
  • Williamson Legacy Group's Lemonade position peaked at $1.01M in Q4 2025.
  • 345 funds tracked by Wall St. Rank held Lemonade as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.