BRWA
LW icon

B. Riley Wealth Advisors’s Lamb Weston LW Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		– Sell
-3,526
Closed -$231K – 1229
2024
Q3 		$231K Sell
3,526
-343
-9% -$22.6K 0.01% 1072
2024
Q2 		$325K Sell
3,869
-4,049
-51% -$345K 0.01% 994
2024
Q1 		$732K Buy
7,918
+4,549
+135% +$473K 0.02% 624
2023
Q4 		$364K Sell
3,369
-4,549
-57% -$438K 0.01% 968
2023
Q3 		$732K Buy
7,918
+967
+14% +$98K 0.02% 624
2023
Q2 		$799K Buy
6,951
+2,961
+74% +$330K 0.02% 646
2023
Q1 		$417K Sell
3,990
-6,683
-63% -$661K 0.01% 889
2022
Q4 		$954K Buy
10,673
+6,628
+164% +$564K 0.03% 553
2022
Q3 		$313K Buy
4,045
+963
+31% +$75.3K 0.01% 978
2022
Q2 		$220K Sell
3,082
-8,241
-73% -$544K 0.01% 1009
2022
Q1 		$679K Buy
11,323
+7,221
+176% +$449K 0.02% 601
2021
Q4 		$260K Buy
4,102
+248
+6% +$14.3K 0.01% 1141
2021
Q3 		$238K Buy
3,854
+437
+13% +$29.6K 0.01% 1157
2021
Q2 		$275K Sell
3,417
-504
-13% -$40.4K 0.01% 1072
2021
Q1 		$305K Buy
+3,921
New +$309K 0.01% 990
2019
Q4 		– Sell
-7,672
Closed -$559K – 884
2019
Q3 		$559K Buy
7,672
+892
+13% +$61.2K 0.06% 374
2019
Q2 		$431K Buy
6,780
+1,560
+30% +$103K 0.05% 430
2019
Q1 		$391K Buy
+5,220
New +$370K 0.05% 407

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

B. Riley Wealth Advisors's LW Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Lamb Weston (LW) in Q4 2024, closing a stake of 3,526 shares — an estimated $231K sold.

B. Riley Wealth Advisors first reported a position in LW in Q1 2019 and held it in 18 quarters. The position peaked at $954K in Q4 2022. 703 funds tracked by Wall St. Rank hold LW as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Lamb Weston position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,526 Lamb Weston shares in Q4 2024, an estimated $231K.
  • B. Riley Wealth Advisors first reported a position in Lamb Weston in Q1 2019 and held it in 18 quarters.
  • B. Riley Wealth Advisors's Lamb Weston position peaked at $954K in Q4 2022.
  • 703 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.