Balyasny Asset Management
LW icon

Balyasny Asset Management’s Lamb Weston LW Stock Holding History

Balyasny Asset Management’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
-302,600
Closed -$20.2M – 3084
2024
Q4 		$20.2M Buy
+302,600
New +$22.6M 0.03% 664
2021
Q4 		– Sell
-10,000
Closed -$614K – 2460
2021
Q3 		$614K Buy
+10,000
New +$677K ﹤0.01% 1440

Other funds holding LW

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Balyasny Asset Management's LW Position: Q1 2026 in Review

Balyasny Asset Management reduced its Lamb Weston (LW) stake by 97% in Q1 2026, selling an estimated $6.79M and leaving 5,265 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #2661.

Balyasny Asset Management first reported a position in LW in Q4 2016 and has held it in 30 quarters since. The position peaked at $104M in Q1 2023. 562 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Balyasny Asset Management held 5,265 shares of Lamb Weston worth $222K as of Q1 2026.
  • Balyasny Asset Management sold 152,026 Lamb Weston shares in Q1 2026, an estimated $6.79M.
  • Lamb Weston made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2661 holding.
  • Balyasny Asset Management first reported a position in Lamb Weston in Q4 2016 and has held it in 30 quarters since.
  • Balyasny Asset Management's Lamb Weston position peaked at $104M in Q1 2023.
  • 562 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.