B. Metzler seel. Sohn & Co’s Lamb Weston LW Stock Holding History

B. Metzler seel. Sohn & Co’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 Q1	–	Sell	-3,670	Closed	-$245K	–	755
2024 Q4	$245K	Hold	3,670	–	–	﹤0.01%	726
2024 Q3	$238K	Hold	3,670	–	–	﹤0.01%	739
2024 Q2	$309K	Buy	3,670 +156	+4%	+$13.3K	﹤0.01%	699
2024 Q1	$374K	Hold	3,514	–	–	﹤0.01%	656
2023 Q4	$380K	Sell	3,514 -7,446	-68%	-$717K	﹤0.01%	641
2023 Q3	$1.01M	Sell	10,960 -2,886	-21%	-$293K	0.02%	458
2023 Q2	$1.59M	Buy	13,846 +11,549	+503%	+$1.29M	0.02%	405
2023 Q1	$240K	Hold	2,297	–	–	﹤0.01%	668
2022 Q4	$205K	Buy	+2,297	New	+$195K	﹤0.01%	701
2021 Q4	–	Sell	-4,371	Closed	-$268K	–	722
2021 Q3	$268K	Sell	4,371 -3,729	-46%	-$252K	﹤0.01%	656
2021 Q2	$653K	Buy	8,100 +1,762	+28%	+$141K	0.01%	510
2021 Q1	$491K	Buy	+6,338	New	+$500K	0.01%	552

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

CCP

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

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

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

B. Metzler seel. Sohn & Co's LW Position: Q1 2025 in Review

B. Metzler seel. Sohn & Co sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 3,670 shares — an estimated $245K sold.

B. Metzler seel. Sohn & Co first reported a position in LW in Q1 2021 and held it in 12 quarters. The position peaked at $1.59M in Q2 2023. 633 funds tracked by Wall St. Rank hold LW as of Q1 2025.

B. Metzler seel. Sohn & Co reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
B. Metzler seel. Sohn & Co sold 3,670 Lamb Weston shares in Q1 2025, an estimated $245K.
B. Metzler seel. Sohn & Co first reported a position in Lamb Weston in Q1 2021 and held it in 12 quarters.
B. Metzler seel. Sohn & Co's Lamb Weston position peaked at $1.59M in Q2 2023.
633 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2025, filed 14 May 2025.