FIRST INTERSTATE BANK LMNR Limoneira Company Equity

Ownership history in FIRST INTERSTATE BANK  ·  61 quarters on record

AI Ownership Summary

FIRST INTERSTATE BANK reported Limoneira Company Equity (LMNR) in 61 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% in 2024 Q3. The latest visible filing shows LMNR at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LMNR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST INTERSTATE BANK's position in Limoneira Company Equity, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LMNR was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FIRST INTERSTATE BANK held LMNR — position size vs. price
% of Fund (quarterly)    LMNR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 25,000 0% 0.02% $336K 2026-04-29 $12.68
2025 Q4 UNCHANGED 25,000 0% 0.02% $316K 2026-01-29 $14.36
2025 Q3 UNCHANGED 25,000 0% 0.02% $371K 2025-10-29 $13.89
2025 Q2 UNCHANGED 25,000 0% 0.02% $391K 2025-07-30 $14.72
2025 Q1 UNCHANGED 25,000 0% 0.03% $443K 2025-04-30 $14.80
2024 Q4 UNCHANGED 25,000 0% 0.04% $612K 2025-02-04 $21.87
2024 Q3 UNCHANGED 25,000 0% 0.04% $662K 2024-10-29 $25.62
2024 Q2 UNCHANGED 25,000 0% 0.03% $520K 2024-08-07 $19.76
2024 Q1 UNCHANGED 25,000 0% 0.03% $489K 2024-05-01 $19.49
2023 Q4 UNCHANGED 25,000 0% 0.04% $516K 2024-01-30 $17.97
51 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FIRST INTERSTATE BANK and LMNR

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRST INTERSTATE BANK reported owning LMNR?

FIRST INTERSTATE BANK reported LMNR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LMNR position in FIRST INTERSTATE BANK's portfolio?

The largest reported portfolio weight for LMNR was 0.04% in 2024 Q3.

What is the latest reported LMNR position on this page?

The most recent filing on this page is 2026 Q1, when FIRST INTERSTATE BANK reported 25,000 shares, equal to 0.02% of portfolio, with an estimated market value of $336K.

What does the chart on this LMNR ownership page compare?

The chart compares FIRST INTERSTATE BANK's quarterly LMNR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FIRST INTERSTATE BANK time their LMNR position?

Based on 13F filing dates vs. subsequent LMNR price moves, FIRST INTERSTATE BANK correctly timed 6 out of 17 reported position changes (35%). The annualised alpha on LMNR relative to SPY over the holding period was -13.5%.

← Back to FIRST INTERSTATE BANK Holdings