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Advisor OS’s Lamb Weston LW Stock Holding History

Advisor OS’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 		– Sell
-20,463
Closed -$865K – 608
2026
Q1 		$865K Buy
20,463
+2,906
+17% +$130K 0.06% 202
2025
Q4 		$735K Sell
17,557
-519
-3% -$30.5K 0.06% 207
2025
Q3 		$1.05M Buy
18,076
+562
+3% +$30.7K 0.09% 146
2025
Q2 		$908K Buy
17,514
+3,442
+24% +$184K 0.09% 163
2025
Q1 		$750K Buy
14,072
+5,749
+69% +$326K 0.09% 167
2024
Q4 		$556K Buy
+8,323
New +$621K 0.06% 205
2024
Q3 		– Sell
-27,341
Closed -$2.3M – 422
2024
Q2 		$2.3M Buy
27,341
+4,177
+18% +$356K 0.25% 74
2024
Q1 		$2.47M Buy
23,164
+12,514
+118% +$1.3M 0.28% 65
2023
Q4 		$1.15M Buy
+10,650
New +$1.03M 0.15% 126

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

Advisor OS's LW Position: Q2 2026 in Review

Advisor OS sold out of Lamb Weston (LW) in Q2 2026, closing a stake of 20,463 shares — an estimated $865K sold.

Advisor OS first reported a position in LW in Q4 2023 and held it in 9 quarters. The position peaked at $2.47M in Q1 2024. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Advisor OS reported no remaining Lamb Weston position as of Q2 2026 after selling out during the quarter.
  • Advisor OS sold 20,463 Lamb Weston shares in Q2 2026, an estimated $865K.
  • Advisor OS first reported a position in Lamb Weston in Q4 2023 and held it in 9 quarters.
  • Advisor OS's Lamb Weston position peaked at $2.47M in Q1 2024.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.