WHITTIER TRUST CO LMNR — LIMONEIRA CO COM

Ownership history in WHITTIER TRUST CO  ·  33 quarters on record

AI Ownership Summary

WHITTIER TRUST CO reported LIMONEIRA CO COM (LMNR) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows LMNR at 0.00% 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 WHITTIER TRUST CO's position in LIMONEIRA CO COM, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% 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.

LMNR stock page WHITTIER TRUST CO fund profile WHITTIER TRUST CO full holdings
How WHITTIER TRUST CO 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 ADDED — — — 18,980 +2,612 +16.0% 0.00% $249K 2026-04-28 $12.91
2025 Q4 REDUCED 21.1% +6.2% ❌ 16,368 -4,388 -21.1% 0.00% $207K 2026-01-26 $14.45
2025 Q3 UNCHANGED — — — 20,756 — 0% 0.00% $313K 2025-10-31 $14.04
2025 Q2 UNCHANGED — — — 20,756 — 0% 0.00% $325K 2025-07-30 $14.72
2025 Q1 UNCHANGED — — — 20,756 — 0% 0.01% $368K 2025-05-02 $15.63
2024 Q4 UNCHANGED — — — 20,756 — 0% 0.01% $507K 2025-02-11 $22.55
2024 Q3 UNCHANGED — — — 20,756 — 0% 0.01% $550K 2024-10-21 $26.44
2024 Q2 UNCHANGED — — — 20,756 — 0% 0.01% $432K 2024-07-29 $21.28
2024 Q1 UNCHANGED — — — 20,756 — 0% 0.01% $406K 2024-05-02 $20.83
2023 Q4 UNCHANGED — — — 20,756 — 0% 0.01% $428K 2024-01-11 $17.78
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LMNR

As of 2026 Q1 — sorted by position size

Byrne Asset Management LLC 3Y 0.1% NJ State Employees Deferred Compensation Plan 3Y 7Y 0.05% Robertson Stephens Wealth Management, LLC 3Y 7Y 0.03% Baker Ellis Asset Management LLC 3Y 7Y 0.03% Sowell Financial Services LLC 3Y 7Y 0.02% FIRST INTERSTATE BANK 3Y 7Y 0.02% Versant Capital Management, Inc 3Y 7Y 0.0% Stratos Wealth Partners, LTD. 3Y 7Y 0.0% Leonteq Securities AG 0.0% Police & Firemen's Retirement System of New Jersey 0.0%

FAQ About WHITTIER TRUST CO and LMNR

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

How long has WHITTIER TRUST CO reported owning LMNR?

WHITTIER TRUST CO reported LMNR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LMNR position in WHITTIER TRUST CO's portfolio?

The largest reported portfolio weight for LMNR was 0.01% in 2024 Q3.

What is the latest reported LMNR position on this page?

The most recent filing on this page is 2026 Q1, when WHITTIER TRUST CO reported 18,980 shares, equal to 0.00% of portfolio, with an estimated market value of $249K.

What does the chart on this LMNR ownership page compare?

The chart compares WHITTIER TRUST CO'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 WHITTIER TRUST CO time their LMNR position?

Based on 13F filing dates vs. subsequent LMNR price moves, WHITTIER TRUST CO correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on LMNR relative to SPY over the holding period was -21.4%.

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