Atlas FRM’s Lamb Weston LW Stock Holding History

Atlas FRM’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	-305,000	Closed	-$20.4M	–	10
2024 Q4	$20.4M	Buy	+305,000	New	+$22.8M	1.92%	8

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

Atlas FRM's LW Position: Q1 2025 in Review

Atlas FRM sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 305,000 shares — an estimated $20.4M sold.

Atlas FRM first reported a position in LW in Q4 2024 and held it in 1 quarter. The position peaked at $20.4M in Q4 2024. 633 funds tracked by Wall St. Rank hold LW as of Q1 2025.

Atlas FRM reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
Atlas FRM sold 305,000 Lamb Weston shares in Q1 2025, an estimated $20.4M.
Atlas FRM first reported a position in Lamb Weston in Q4 2024 and held it in 1 quarter.
Atlas FRM's Lamb Weston position peaked at $20.4M in Q4 2024.
633 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Atlas FRM's 13F filing for Q1 2025, filed 15 May 2025.