BIAS
LW icon

Beacon Investment Advisory Services’s Lamb Weston LW Stock Holding History

Beacon Investment Advisory Services’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 		$266K Buy
6,158
+505
+9% +$21.8K 0.01% 229
2026
Q1 		$239K Buy
+5,653
New +$252K 0.01% 230
2025
Q4 		– Sell
-4,301
Closed -$250K – 267
2025
Q3 		$250K Hold
4,301
– – 0.01% 226
2025
Q2 		$223K Sell
4,301
-254
-6% -$13.6K 0.01% 231
2025
Q1 		$243K Buy
4,555
+5
+0.1% +$283 0.01% 220
2024
Q4 		$304K Hold
4,550
– – 0.01% 207
2024
Q3 		$295K Sell
4,550
-13
-0.3% -$858 0.01% 222
2024
Q2 		$384K Hold
4,563
– – 0.02% 194
2024
Q1 		$486K Buy
4,563
+2,239
+96% +$233K 0.02% 178
2023
Q4 		$251K Buy
2,324
+12
+0.5% +$1.16K 0.01% 238
2023
Q3 		$214K Buy
2,312
+15
+0.7% +$1.52K 0.01% 262
2023
Q2 		$264K Hold
2,297
– – 0.01% 247
2023
Q1 		$240K Sell
2,297
-23
-1% -$2.27K 0.01% 253
2022
Q4 		$207K Sell
2,320
-2,222
-49% -$189K 0.01% 269
2022
Q3 		$351K Sell
4,542
-198
-4% -$15.5K 0.02% 213
2022
Q2 		$339K Sell
4,740
-160
-3% -$10.6K 0.02% 229
2022
Q1 		$294K Sell
4,900
-10
-0.2% -$621 0.01% 254
2021
Q4 		$311K Buy
4,910
+11
+0.2% +$635 0.01% 257
2021
Q3 		$301K Buy
4,899
+107
+2% +$7.25K 0.01% 258
2021
Q2 		$387K Hold
4,792
– – 0.02% 236
2021
Q1 		$371K Hold
4,792
– – 0.02% 232
2020
Q4 		$377K Hold
4,792
– – 0.02% 208
2020
Q3 		$318K Buy
4,792
+1,116
+30% +$71.5K 0.02% 199
2020
Q2 		$235K Sell
3,676
-23
-0.6% -$1.39K 0.01% 221
2020
Q1 		$211K Sell
3,699
-53
-1% -$4.36K 0.01% 222
2019
Q4 		$323K Sell
3,752
-229
-6% -$18.4K 0.02% 213
2019
Q3 		$289K Sell
3,981
-369
-8% -$25.3K 0.03% 204
2019
Q2 		$276K Buy
+4,350
New +$287K 0.03% 195

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

Beacon Investment Advisory Services's LW Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Lamb Weston (LW) stake by 8.9% in Q2 2026, buying an estimated $21.8K and bringing the position to 6,158 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #229.

Beacon Investment Advisory Services first reported a position in LW in Q2 2019 and has held it in 28 quarters since. The position peaked at $486K in Q1 2024. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Beacon Investment Advisory Services held 6,158 shares of Lamb Weston worth $266K as of Q2 2026.
  • Beacon Investment Advisory Services bought 505 Lamb Weston shares in Q2 2026, an estimated $21.8K.
  • Lamb Weston made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #229 holding.
  • Beacon Investment Advisory Services first reported a position in Lamb Weston in Q2 2019 and has held it in 28 quarters since.
  • Beacon Investment Advisory Services's Lamb Weston position peaked at $486K in Q1 2024.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.