AW
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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
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
BlackRock New York $5.7T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGC
Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return