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Advantage Trust Company’s Lamb Weston LW Stock Holding History

Advantage Trust Company’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
Q3 		– Sell
-800
Closed -$41.5K – 201
2025
Q2 		$41.5K Hold
800
– – 0.02% 135
2025
Q1 		$42.6K Hold
800
– – 0.03% 107
2024
Q4 		$53.5K Buy
+800
New +$59.7K 0.03% 99

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Advantage Trust Company's LW Position: Q3 2025 in Review

Advantage Trust Company sold out of Lamb Weston (LW) in Q3 2025, closing a stake of 800 shares — an estimated $41.5K sold.

Advantage Trust Company first reported a position in LW in Q4 2024 and held it in 3 quarters. The position peaked at $53.5K in Q4 2024. 623 funds tracked by Wall St. Rank hold LW as of Q3 2025.

  • Advantage Trust Company reported no remaining Lamb Weston position as of Q3 2025 after selling out during the quarter.
  • Advantage Trust Company sold 800 Lamb Weston shares in Q3 2025, an estimated $41.5K.
  • Advantage Trust Company first reported a position in Lamb Weston in Q4 2024 and held it in 3 quarters.
  • Advantage Trust Company's Lamb Weston position peaked at $53.5K in Q4 2024.
  • 623 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2025.

Based on Advantage Trust Company's 13F filing for Q3 2025, filed 3 Nov 2025.