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Bay Harbor Wealth Management’s Lamb Weston LW Stock Holding History

Bay Harbor Wealth 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
2026
Q2 		$950 Buy
22
+2
+10% +$86 ﹤0.01% 886
2026
Q1 		$845 Buy
20
+12
+150% +$536 ﹤0.01% 822
2025
Q4 		$335 Hold
8
– – ﹤0.01% 996
2025
Q3 		$464 Buy
8
+5
+167% +$273 ﹤0.01% 757
2025
Q2 		$155 Buy
+3
New +$161 ﹤0.01% 1005

Other funds holding LW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SV
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bay Harbor Wealth Management's LW Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Lamb Weston (LW) stake by 10% in Q2 2026, buying an estimated $86 and bringing the position to 22 shares worth $950. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Bay Harbor Wealth Management first reported a position in LW in Q2 2025 and has held it in 5 quarters since. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Bay Harbor Wealth Management held 22 shares of Lamb Weston worth $950 as of Q2 2026.
  • Bay Harbor Wealth Management bought 2 Lamb Weston shares in Q2 2026, an estimated $86.
  • Lamb Weston made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #886 holding.
  • Bay Harbor Wealth Management first reported a position in Lamb Weston in Q2 2025 and has held it in 5 quarters since.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.