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

AE 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
2026
Q2 		– Sell
-8,119
Closed -$343K – 2735
2026
Q1 		$343K Buy
8,119
+1,090
+16% +$48.6K ﹤0.01% 1306
2025
Q4 		$294K Buy
7,029
+699
+11% +$41.1K ﹤0.01% 1320
2025
Q3 		$368K Buy
6,330
+1,532
+32% +$83.7K ﹤0.01% 1099
2025
Q2 		$249K Buy
4,798
+588
+14% +$31.5K ﹤0.01% 1203
2025
Q1 		$224K Buy
4,210
+349
+9% +$19.8K ﹤0.01% 1226
2024
Q4 		$258K Buy
+3,861
New +$288K ﹤0.01% 1163
2024
Q1 		– Sell
-2,115
Closed -$220K – 1641
2023
Q4 		$220K Sell
2,115
-244
-10% -$23.5K ﹤0.01% 1850
2023
Q3 		$218K Sell
2,359
-2,870
-55% -$291K ﹤0.01% 1755
2023
Q2 		$601K Buy
5,229
+1,534
+42% +$171K ﹤0.01% 1289
2023
Q1 		$386K Sell
3,695
-143
-4% -$14.1K ﹤0.01% 1452
2022
Q4 		$343K Buy
3,838
+609
+19% +$51.8K ﹤0.01% 1453
2022
Q3 		$250K Buy
+3,229
New +$253K ﹤0.01% 1540
2021
Q3 		– Sell
-3,884
Closed -$313K – 1685
2021
Q2 		$313K Buy
3,884
+412
+12% +$33K ﹤0.01% 1330
2021
Q1 		$269K Sell
3,472
-1,528
-31% -$120K ﹤0.01% 1300
2020
Q4 		$394K Buy
+5,000
New +$364K ﹤0.01% 1043

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

AE Wealth Management's LW Position: Q2 2026 in Review

AE Wealth Management sold out of Lamb Weston (LW) in Q2 2026, closing a stake of 8,119 shares — an estimated $343K sold.

AE Wealth Management first reported a position in LW in Q4 2020 and held it in 15 quarters. The position peaked at $601K in Q2 2023. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • AE Wealth Management reported no remaining Lamb Weston position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 8,119 Lamb Weston shares in Q2 2026, an estimated $343K.
  • AE Wealth Management first reported a position in Lamb Weston in Q4 2020 and held it in 15 quarters.
  • AE Wealth Management's Lamb Weston position peaked at $601K in Q2 2023.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.