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Applied Finance Capital Management’s Lamb Weston LW Stock Holding History

Applied Finance Capital 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
2025
Q1 		– Sell
-3,434
Closed -$229K – 321
2024
Q4 		$229K Hold
3,434
– – 0.01% 281
2024
Q3 		$222K Hold
3,434
– – 0.01% 283
2024
Q2 		$289K Buy
+3,434
New +$293K 0.01% 258

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Applied Finance Capital Management's LW Position: Q1 2025 in Review

Applied Finance Capital Management sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 3,434 shares — an estimated $229K sold.

Applied Finance Capital Management first reported a position in LW in Q2 2024 and held it in 3 quarters. The position peaked at $289K in Q2 2024. 634 funds tracked by Wall St. Rank hold LW as of Q1 2025.

  • Applied Finance Capital Management reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 3,434 Lamb Weston shares in Q1 2025, an estimated $229K.
  • Applied Finance Capital Management first reported a position in Lamb Weston in Q2 2024 and held it in 3 quarters.
  • Applied Finance Capital Management's Lamb Weston position peaked at $289K in Q2 2024.
  • 634 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Applied Finance Capital Management's 13F filing for Q1 2025, filed 7 May 2025.