Ameritas Advisory Services’s Lamb Weston LW Stock Holding History

Ameritas Advisory Services’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	-60	Closed	-$3.48K	–	1629
2025 Q3	$3.48K	Sell	60 -63	-51%	-$3.44K	﹤0.01%	1905
2025 Q2	$6.38K	Buy	+123	New	+$6.59K	﹤0.01%	2168
2023 Q2	–	Sell	-80	Closed	-$8.57K	–	1709
2023 Q1	$8.57K	Buy	+80	New	+$7.91K	﹤0.01%	1948

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

Ameritas Advisory Services's LW Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Lamb Weston (LW) in Q4 2025, closing a stake of 60 shares — an estimated $3.48K sold.

Ameritas Advisory Services first reported a position in LW in Q1 2023 and held it in 3 quarters. The position peaked at $8.57K in Q1 2023. 624 funds tracked by Wall St. Rank hold LW as of Q4 2025.

Ameritas Advisory Services reported no remaining Lamb Weston position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 60 Lamb Weston shares in Q4 2025, an estimated $3.48K.
Ameritas Advisory Services first reported a position in Lamb Weston in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Lamb Weston position peaked at $8.57K in Q1 2023.
624 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.