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Avantra Family Wealth’s Lamb Weston LW Stock Holding History

Avantra Family Wealth’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
Q3 		– Sell
-6,391
Closed -$331K – 174
2025
Q2 		$331K Buy
6,391
+1,969
+45% +$105K 0.27% 99
2025
Q1 		$236K Buy
+4,422
New +$250K 0.23% 136

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Avantra Family Wealth's LW Position: Q3 2025 in Review

Avantra Family Wealth sold out of Lamb Weston (LW) in Q3 2025, closing a stake of 6,391 shares — an estimated $331K sold.

Avantra Family Wealth first reported a position in LW in Q1 2025 and held it in 2 quarters. The position peaked at $331K in Q2 2025. 623 funds tracked by Wall St. Rank hold LW as of Q3 2025.

  • Avantra Family Wealth reported no remaining Lamb Weston position as of Q3 2025 after selling out during the quarter.
  • Avantra Family Wealth sold 6,391 Lamb Weston shares in Q3 2025, an estimated $331K.
  • Avantra Family Wealth first reported a position in Lamb Weston in Q1 2025 and held it in 2 quarters.
  • Avantra Family Wealth's Lamb Weston position peaked at $331K in Q2 2025.
  • 623 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2025.

Based on Avantra Family Wealth's 13F filing for Q3 2025, filed 28 Oct 2025.