Avion Wealth’s Lamb Weston LW Stock Holding History

Avion 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 Q2	–	Sell	-10	Closed	–	–	1606
2026 Q1	$0	Hold	10	–	–	﹤0.01%	1451
2025 Q4	$0	Sell	10 -10	-50%	-$589	﹤0.01%	1444
2025 Q3	$1K	Hold	20	–	–	﹤0.01%	1048
2025 Q2	$1K	Buy	+20	New	+$1.07K	﹤0.01%	1006
2024 Q1	–	Sell	-72	Closed	-$8K	–	1192
2023 Q4	$8K	Sell	72 -10	-12%	-$963	﹤0.01%	310
2023 Q3	$7K	Buy	82 +5	+6%	+$507	﹤0.01%	310
2023 Q2	$8K	Buy	77 +5	+7%	+$558	﹤0.01%	308
2023 Q1	$6K	Buy	+72	New	+$7.12K	﹤0.01%	303

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avion Wealth's LW Position: Q2 2026 in Review

Avion Wealth sold out of Lamb Weston (LW) in Q2 2026, closing a stake of 10 shares.

Avion Wealth first reported a position in LW in Q1 2023 and held it in 8 quarters. The position peaked at $8K in Q4 2023. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.

Avion Wealth reported no remaining Lamb Weston position as of Q2 2026 after selling out during the quarter.
Avion Wealth sold 10 Lamb Weston shares in Q2 2026.
Avion Wealth first reported a position in Lamb Weston in Q1 2023 and held it in 8 quarters.
Avion Wealth's Lamb Weston position peaked at $8K in Q4 2023.
558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.