Aventura Private Wealth’s Lamb Weston LW Stock Holding History

Aventura Private 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
2026 Q1	–	Sell	-150	Closed	-$6.28K	–	933
2025 Q4	$6.28K	Buy	+150	New	+$8.83K	﹤0.01%	570

Other funds holding LW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

JPM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CGC

Continental Grain Company New York $448M AUM 6.81% 1-Year Est. Return

Aventura Private Wealth's LW Position: Q1 2026 in Review

Aventura Private Wealth sold out of Lamb Weston (LW) in Q1 2026, closing a stake of 150 shares — an estimated $6.28K sold.

Aventura Private Wealth first reported a position in LW in Q4 2025 and held it in 1 quarter. The position peaked at $6.28K in Q4 2025. 567 funds tracked by Wall St. Rank hold LW as of Q1 2026.

Aventura Private Wealth reported no remaining Lamb Weston position as of Q1 2026 after selling out during the quarter.
Aventura Private Wealth sold 150 Lamb Weston shares in Q1 2026, an estimated $6.28K.
Aventura Private Wealth first reported a position in Lamb Weston in Q4 2025 and held it in 1 quarter.
Aventura Private Wealth's Lamb Weston position peaked at $6.28K in Q4 2025.
567 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Aventura Private Wealth's 13F filing for Q1 2026, filed 6 May 2026.