AWM
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Accel Wealth Management’s Lamb Weston LW Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-3
Closed -$314 – 567
2023
Q1 		$314 Hold
3
– – ﹤0.01% 1229
2022
Q4 		$268 Hold
3
– – ﹤0.01% 1037
2022
Q3 		$0 Hold
3
– – ﹤0.01% 1079
2022
Q2 		$0 Hold
3
– – ﹤0.01% 1051
2022
Q1 		$0 Hold
3
– – ﹤0.01% 954
2021
Q4 		$0 Buy
+3
New +$173 ﹤0.01% 937
2021
Q3 		– Sell
-3
Closed – – 862
2021
Q2 		$0 Hold
3
– – ﹤0.01% 914
2021
Q1 		$0 Buy
+3
New +$237 ﹤0.01% 889

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Accel Wealth Management's LW Position: Q2 2023 in Review

Accel Wealth Management sold out of Lamb Weston (LW) in Q2 2023, closing a stake of 3 shares — an estimated $314 sold.

Accel Wealth Management first reported a position in LW in Q1 2021 and held it in 8 quarters. The position peaked at $314 in Q1 2023. 782 funds tracked by Wall St. Rank hold LW as of Q2 2023.

  • Accel Wealth Management reported no remaining Lamb Weston position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 3 Lamb Weston shares in Q2 2023, an estimated $314.
  • Accel Wealth Management first reported a position in Lamb Weston in Q1 2021 and held it in 8 quarters.
  • Accel Wealth Management's Lamb Weston position peaked at $314 in Q1 2023.
  • 782 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.