Avantax Advisory Services’s Lamb Weston LW Stock Holding History

Avantax Advisory Services’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	$299K	Buy	5,772 +774	+15%	+$41.4K	﹤0.01%	1906
2025 Q1	$266K	Buy	4,998 +21	+0.4%	+$1.19K	﹤0.01%	1922
2024 Q4	$333K	Buy	4,977 +64	+1%	+$4.78K	﹤0.01%	1712
2024 Q3	$318K	Buy	4,913 +714	+17%	+$47.1K	﹤0.01%	1707
2024 Q2	$353K	Buy	4,199 +393	+10%	+$33.5K	﹤0.01%	1593
2024 Q1	$405K	Buy	3,806 +135	+4%	+$14K	﹤0.01%	1145
2023 Q4	$397K	Buy	3,671 +308	+9%	+$29.7K	﹤0.01%	1096
2023 Q3	$311K	Sell	3,363 -674	-17%	-$68.3K	﹤0.01%	1178
2023 Q2	$464K	Sell	4,037 -658	-14%	-$73.4K	0.01%	969
2023 Q1	$491K	Sell	4,695 -1,284	-21%	-$127K	0.01%	924
2022 Q4	$534K	Buy	+5,979	New	+$509K	0.01%	831
2022 Q1	–	Sell	-3,295	Closed	-$209K	–	1335
2021 Q4	$209K	Buy	+3,295	New	+$190K	﹤0.01%	1155
2021 Q3	–	Sell	-3,252	Closed	-$261K	–	1207
2021 Q2	$261K	Buy	+3,252	New	+$260K	﹤0.01%	964
2020 Q4	–	Sell	-3,056	Closed	-$202K	–	1171
2020 Q3	$202K	Buy	+3,056	New	+$196K	﹤0.01%	1222

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Avantax Advisory Services's LW Position: Q2 2025 in Review

Avantax Advisory Services increased its Lamb Weston (LW) stake by 15% in Q2 2025, buying an estimated $41.4K and bringing the position to 5,772 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Avantax Advisory Services first reported a position in LW in Q3 2020 and has held it in 14 quarters since. The position peaked at $534K in Q4 2022. 621 funds tracked by Wall St. Rank hold LW as of Q2 2025.

Avantax Advisory Services held 5,772 shares of Lamb Weston worth $299K as of Q2 2025.
Avantax Advisory Services bought 774 Lamb Weston shares in Q2 2025, an estimated $41.4K.
Lamb Weston made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1906 holding.
Avantax Advisory Services first reported a position in Lamb Weston in Q3 2020 and has held it in 14 quarters since.
Avantax Advisory Services's Lamb Weston position peaked at $534K in Q4 2022.
621 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.