Aull & Monroe Investment Management’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-4,027
| Closed | -$234K | – | 126 |
|
|
2025
Q3 | $234K | Sell |
4,027
-216
| -5% | -$11.8K | 0.12% | 114 |
|
|
2025
Q2 | $220K | Sell |
4,243
-1,000
| -19% | -$53.5K | 0.12% | 115 |
|
|
2025
Q1 | $279K | Sell |
5,243
-341
| -6% | -$19.3K | 0.14% | 106 |
|
|
2024
Q4 | $373K | Sell |
5,584
-1,032
| -16% | -$77K | 0.19% | 94 |
|
|
2024
Q3 | $428K | Sell |
6,616
-66
| -1% | -$4.36K | 0.2% | 95 |
|
|
2024
Q2 | $562K | Sell |
6,682
-33
| -0.5% | -$2.81K | 0.28% | 81 |
|
|
2024
Q1 | $715K | Hold |
6,715
| – | – | 0.33% | 70 |
|
|
2023
Q4 | $726K | Sell |
6,715
-33
| -0.5% | -$3.18K | 0.36% | 68 |
|
|
2023
Q3 | $624K | Sell |
6,748
-41
| -0.6% | -$4.16K | 0.33% | 70 |
|
|
2023
Q2 | $780K | Sell |
6,789
-227
| -3% | -$25.3K | 0.39% | 64 |
|
|
2023
Q1 | $733K | Sell |
7,016
-476
| -6% | -$47.1K | 0.37% | 68 |
|
|
2022
Q4 | $669K | Sell |
7,492
-999
| -12% | -$85K | 0.33% | 69 |
|
|
2022
Q3 | $657K | Sell |
8,491
-666
| -7% | -$52.1K | 0.36% | 66 |
|
|
2022
Q2 | $654K | Hold |
9,157
| – | – | 0.33% | 69 |
|
|
2022
Q1 | $548K | Sell |
9,157
-149
| -2% | -$9.26K | 0.25% | 83 |
|
|
2021
Q4 | $590K | Sell |
9,306
-100
| -1% | -$5.77K | 0.26% | 81 |
|
|
2021
Q3 | $577K | Sell |
9,406
-300
| -3% | -$20.3K | 0.28% | 77 |
|
|
2021
Q2 | $783K | Hold |
9,706
| – | – | 0.37% | 69 |
|
|
2021
Q1 | $752K | Sell |
9,706
-133
| -1% | -$10.5K | 0.37% | 68 |
|
|
2020
Q4 | $775K | Hold |
9,839
| – | – | 0.41% | 63 |
|
|
2020
Q3 | $652K | Sell |
9,839
-600
| -6% | -$38.4K | 0.38% | 69 |
|
|
2020
Q2 | $668K | Sell |
10,439
-632
| -6% | -$38.2K | 0.41% | 66 |
|
|
2020
Q1 | $632K | Sell |
11,071
-70
| -0.6% | -$5.75K | 0.42% | 64 |
|
|
2019
Q4 | $959K | Sell |
11,141
-166
| -1% | -$13.4K | 0.49% | 64 |
|
|
2019
Q3 | $822K | Sell |
11,307
-149
| -1% | -$10.2K | 0.43% | 67 |
|
|
2019
Q2 | $725K | Sell |
11,456
-225
| -2% | -$14.8K | 0.39% | 73 |
|
|
2019
Q1 | $876K | Sell |
11,681
-665
| -5% | -$47.1K | 0.47% | 67 |
|
|
2018
Q4 | $908K | Sell |
12,346
-1,061
| -8% | -$81.2K | 0.52% | 58 |
|
|
2018
Q3 | $893K | Sell |
13,407
-133
| -1% | -$9.13K | 0.43% | 71 |
|
|
2018
Q2 | $927K | Sell |
13,540
-33
| -0.2% | -$2.16K | 0.48% | 69 |
|
|
2018
Q1 | $790K | Hold |
13,573
| – | – | 0.41% | 73 |
|
|
2017
Q4 | $766K | Sell |
13,573
-349
| -3% | -$18.4K | 0.39% | 76 |
|
|
2017
Q3 | $653K | Sell |
13,922
-66
| -0.5% | -$2.96K | 0.34% | 79 |
|
|
2017
Q2 | $616K | Sell |
13,988
-66
| -0.5% | -$2.9K | 0.33% | 78 |
|
|
2017
Q1 | $591K | Sell |
14,054
-731
| -5% | -$28.8K | 0.32% | 80 |
|
|
2016
Q4 | $560K | Buy |
+14,785
| New | +$504K | 0.31% | 80 |
|
Other funds holding LW
JPM
Aull & Monroe Investment Management's LW Position: Q4 2025 in Review
Aull & Monroe Investment Management sold out of Lamb Weston (LW) in Q4 2025, closing a stake of 4,027 shares — an estimated $234K sold.
Aull & Monroe Investment Management first reported a position in LW in Q4 2016 and held it in 36 quarters. The position peaked at $959K in Q4 2019. 625 funds tracked by Wall St. Rank hold LW as of Q4 2025.
- Aull & Monroe Investment Management reported no remaining Lamb Weston position as of Q4 2025 after selling out during the quarter.
- Aull & Monroe Investment Management sold 4,027 Lamb Weston shares in Q4 2025, an estimated $234K.
- Aull & Monroe Investment Management first reported a position in Lamb Weston in Q4 2016 and held it in 36 quarters.
- Aull & Monroe Investment Management's Lamb Weston position peaked at $959K in Q4 2019.
- 625 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2025.
Based on Aull & Monroe Investment Management's 13F filing for Q4 2025, filed 9 Jan 2026.