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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

AMJ Financial Wealth Management's LW Position: Q3 2024 in Review

AMJ Financial Wealth Management sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 5,169 shares — an estimated $435K sold.

AMJ Financial Wealth Management first reported a position in LW in Q1 2022 and held it in 10 quarters. The position peaked at $852K in Q1 2023. 686 funds tracked by Wall St. Rank hold LW as of Q3 2024.

AMJ Financial Wealth Management reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
AMJ Financial Wealth Management sold 5,169 Lamb Weston shares in Q3 2024, an estimated $435K.
AMJ Financial Wealth Management first reported a position in Lamb Weston in Q1 2022 and held it in 10 quarters.
AMJ Financial Wealth Management's Lamb Weston position peaked at $852K in Q1 2023.
686 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on AMJ Financial Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.