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A&I Financial Services’s Lamb Weston LW Stock Holding History

A&I Financial Services’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
Q2 		$778K Buy
18,023
+2,171
+14% +$93.6K 0.34% 42
2026
Q1 		$670K Buy
15,852
+2,742
+21% +$122K 0.32% 43
2025
Q4 		$549K Buy
13,110
+572
+5% +$33.7K 0.26% 52
2025
Q3 		$777K Buy
+12,538
New +$685K 0.38% 31

Other funds holding LW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

A&I Financial Services's LW Position: Q2 2026 in Review

A&I Financial Services increased its Lamb Weston (LW) stake by 14% in Q2 2026, buying an estimated $93.6K and bringing the position to 18,023 shares worth $778K. The position accounts for 0.34% of the portfolio, ranked #42.

A&I Financial Services first reported a position in LW in Q3 2025 and has held it in 4 quarters since. 556 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • A&I Financial Services held 18,023 shares of Lamb Weston worth $778K as of Q2 2026.
  • A&I Financial Services bought 2,171 Lamb Weston shares in Q2 2026, an estimated $93.6K.
  • Lamb Weston made up 0.34% of A&I Financial Services's portfolio in Q2 2026, its #42 holding.
  • A&I Financial Services first reported a position in Lamb Weston in Q3 2025 and has held it in 4 quarters since.
  • 556 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.