Accurate Wealth Management’s Lamb Weston LW Stock Holding History

Accurate 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
2025 Q4	–	Sell	-3,578	Closed	-$230K	–	523
2025 Q3	$230K	Buy	+3,578	New	+$196K	0.03%	455
2025 Q2	–	Sell	-3,660	Closed	-$200K	–	452
2025 Q1	$200K	Sell	3,660 -71	-2%	-$4.02K	0.04%	369
2024 Q4	$227K	Sell	3,731 -29	-0.8%	-$2.16K	0.04%	347
2024 Q3	$268K	Sell	3,760 -144	-4%	-$9.51K	0.05%	302
2024 Q2	$300K	Sell	3,904 -14	-0.4%	-$1.19K	0.07%	234
2024 Q1	$317K	Sell	3,918 -391	-9%	-$40.7K	0.09%	202
2023 Q4	$462K	Sell	4,309 -62	-1%	-$5.97K	0.14%	144
2023 Q3	$380K	Sell	4,371 -251	-5%	-$25.4K	0.12%	167
2023 Q2	$521K	Sell	4,622 -168	-4%	-$18.7K	0.16%	131
2023 Q1	$514K	Buy	4,790 +4,613	+2,606%	+$456K	0.18%	131
2022 Q4	$17.4K	Buy	+177	New	+$15.1K	0.01%	725

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Accurate Wealth Management's LW Position: Q4 2025 in Review

Accurate Wealth Management sold out of Lamb Weston (LW) in Q4 2025, closing a stake of 3,578 shares — an estimated $230K sold.

Accurate Wealth Management first reported a position in LW in Q4 2022 and held it in 11 quarters. The position peaked at $521K in Q2 2023. 625 funds tracked by Wall St. Rank hold LW as of Q4 2025.

Accurate Wealth Management reported no remaining Lamb Weston position as of Q4 2025 after selling out during the quarter.
Accurate Wealth Management sold 3,578 Lamb Weston shares in Q4 2025, an estimated $230K.
Accurate Wealth Management first reported a position in Lamb Weston in Q4 2022 and held it in 11 quarters.
Accurate Wealth Management's Lamb Weston position peaked at $521K in Q2 2023.
625 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2025.

Based on Accurate Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.