Alpha Family Trust’s Lamb Weston LW Stock Holding History

Alpha Family Trust’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 Q1	–	Sell	-3,360	Closed	-$225K	–	182
2024 Q4	$225K	Buy	+3,360	New	+$251K	0.13%	137

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

JPM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Alpha Family Trust's LW Position: Q1 2025 in Review

Alpha Family Trust sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 3,360 shares — an estimated $225K sold.

Alpha Family Trust first reported a position in LW in Q4 2024 and held it in 1 quarter. The position peaked at $225K in Q4 2024. 633 funds tracked by Wall St. Rank hold LW as of Q1 2025.

Alpha Family Trust reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
Alpha Family Trust sold 3,360 Lamb Weston shares in Q1 2025, an estimated $225K.
Alpha Family Trust first reported a position in Lamb Weston in Q4 2024 and held it in 1 quarter.
Alpha Family Trust's Lamb Weston position peaked at $225K in Q4 2024.
633 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Alpha Family Trust's 13F filing for Q1 2025, filed 13 May 2025.