Atria Wealth Solutions’s Lamb Weston LW Stock Holding History

Atria Wealth Solutions’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 Q2	$672K	Sell	12,955 -39,392	-75%	-$2.11M	0.02%	800
2025 Q1	$2.79M	Buy	52,347 +9,699	+23%	+$549K	0.03%	515
2024 Q4	$2.85M	Buy	+42,648	New	+$3.18M	0.03%	521
2024 Q3	–	Sell	-2,551	Closed	-$214K	–	1997
2024 Q2	$214K	Sell	2,551 -8,834	-78%	-$754K	﹤0.01%	1725
2024 Q1	$1.21M	Sell	11,385 -226	-2%	-$23.5K	0.01%	830
2023 Q4	$1.26M	Buy	11,611 +7,458	+180%	+$718K	0.02%	774
2023 Q3	$384K	Sell	4,153 -1,501	-27%	-$152K	0.01%	1268
2023 Q2	$650K	Buy	5,654 +1,959	+53%	+$219K	0.01%	1036
2023 Q1	$386K	Sell	3,695 -207	-5%	-$20.5K	0.01%	1286
2022 Q4	$349K	Buy	3,902 +49	+1%	+$4.17K	0.01%	1271
2022 Q3	$298K	Buy	+3,853	New	+$301K	0.01%	1304

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

JPM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Atria Wealth Solutions's LW Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Lamb Weston (LW) stake by 75% in Q2 2025, selling an estimated $2.11M and leaving 12,955 shares worth $672K. The position accounts for 0.02% of the portfolio, ranked #800.

Atria Wealth Solutions first reported a position in LW in Q3 2022 and has held it in 11 quarters since. The position peaked at $2.85M in Q4 2024. 621 funds tracked by Wall St. Rank hold LW as of Q2 2025.

Atria Wealth Solutions held 12,955 shares of Lamb Weston worth $672K as of Q2 2025.
Atria Wealth Solutions sold 39,392 Lamb Weston shares in Q2 2025, an estimated $2.11M.
Lamb Weston made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #800 holding.
Atria Wealth Solutions first reported a position in Lamb Weston in Q3 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's Lamb Weston position peaked at $2.85M in Q4 2024.
621 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.