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AMJ Financial Wealth Management’s Lamb Weston LW Stock Holding History

AMJ Financial 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
2024
Q3 		– Sell
-5,169
Closed -$435K – 87
2024
Q2 		$435K Sell
5,169
-261
-5% -$22.3K 0.13% 62
2024
Q1 		$578K Sell
5,430
-118
-2% -$12.3K 0.19% 56
2023
Q4 		$600K Sell
5,548
-148
-3% -$14.3K 0.25% 54
2023
Q3 		$527K Hold
5,696
– – 0.24% 48
2023
Q2 		$655K Sell
5,696
-2,458
-30% -$274K 0.29% 51
2023
Q1 		$852K Sell
8,154
-462
-5% -$45.7K 0.55% 32
2022
Q4 		$770K Sell
8,616
-29
-0.3% -$2.47K 0.46% 31
2022
Q3 		$669K Buy
8,645
+1,062
+14% +$83.1K 0.43% 32
2022
Q2 		$542K Buy
7,583
+30
+0.4% +$1.98K 0.46% 34
2022
Q1 		$453K Buy
+7,553
New +$469K 0.18% 61

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return