Superior Planning, LLC’s Lamb Weston LW Stock Holding History

Superior Planning, LLC’s Portfolio LW Stock Details LW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$20.3K	Buy	+486	New	+$24.1K	0.01%	698

Other funds holding LW

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.5B AUM 31.87% 1-Year Est. Return

Superior Planning, LLC's LW Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Lamb Weston (LW) in Q3 2026: 486 shares worth $20.3K. The stake represents 0.01% of the portfolio and ranks #698 among its holdings.

381 funds tracked by Wall St. Rank hold LW as of Q3 2026.

Superior Planning, LLC held 486 shares of Lamb Weston worth $20.3K as of Q3 2026.
Lamb Weston was a new Superior Planning, LLC position in Q3 2026.
Lamb Weston made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #698 holding.
381 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.