BPA
LW icon

Beacon Pointe Advisors’s Lamb Weston LW Stock Holding History

Beacon Pointe 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
2025
Q1 		– Sell
-4,537
Closed -$303K – 1244
2024
Q4 		$303K Buy
4,537
+95
+2% +$7.09K ﹤0.01% 1000
2024
Q3 		$288K Sell
4,442
-154
-3% -$10.2K ﹤0.01% 1038
2024
Q2 		$386K Sell
4,596
-438
-9% -$37.4K ﹤0.01% 963
2024
Q1 		$536K Buy
5,034
+261
+5% +$27.2K 0.01% 890
2023
Q4 		$516K Sell
4,773
-2,172
-31% -$209K 0.01% 892
2023
Q3 		$642K Buy
6,945
+1,507
+28% +$153K 0.01% 776
2023
Q2 		$625K Sell
5,438
-512
-9% -$57.1K 0.01% 651
2023
Q1 		$622K Buy
5,950
+124
+2% +$12.3K 0.01% 687
2022
Q4 		$521K Buy
5,826
+147
+3% +$12.5K 0.01% 671
2022
Q3 		$440K Buy
5,679
+87
+2% +$6.8K 0.01% 678
2022
Q2 		$401K Sell
5,592
-1,012
-15% -$66.8K 0.01% 722
2022
Q1 		$396K Buy
6,604
+2,362
+56% +$147K 0.01% 877
2021
Q4 		$269K Sell
4,242
-143
-3% -$8.25K 0.01% 778
2021
Q3 		$269K Sell
4,385
-235
-5% -$15.9K 0.01% 747
2021
Q2 		$373K Buy
4,620
+539
+13% +$43.2K 0.01% 583
2021
Q1 		$317K Sell
4,081
-984
-19% -$77.6K 0.02% 376
2020
Q4 		$399K Buy
5,065
+944
+23% +$68.7K 0.03% 312
2020
Q3 		$273K Sell
4,121
-162
-4% -$10.4K 0.03% 312
2020
Q2 		$274K Buy
4,283
+368
+9% +$22.2K 0.03% 318
2020
Q1 		$224K Sell
3,915
-162
-4% -$13.3K 0.04% 266
2019
Q4 		$351K Sell
4,077
-99
-2% -$7.97K 0.11% 156
2019
Q3 		$303K Sell
4,176
-1,019
-20% -$69.9K 0.13% 133
2019
Q2 		$329K Sell
5,195
-300
-5% -$19.8K 0.12% 151
2019
Q1 		$412K Buy
5,495
+495
+10% +$35K 0.15% 126
2018
Q4 		$368K Buy
+5,000
New +$383K 0.22% 111

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Beacon Pointe Advisors's LW Position: Q1 2025 in Review

Beacon Pointe Advisors sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 4,537 shares — an estimated $303K sold.

Beacon Pointe Advisors first reported a position in LW in Q4 2018 and held it in 25 quarters. The position peaked at $642K in Q3 2023. 634 funds tracked by Wall St. Rank hold LW as of Q1 2025.

  • Beacon Pointe Advisors reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 4,537 Lamb Weston shares in Q1 2025, an estimated $303K.
  • Beacon Pointe Advisors first reported a position in Lamb Weston in Q4 2018 and held it in 25 quarters.
  • Beacon Pointe Advisors's Lamb Weston position peaked at $642K in Q3 2023.
  • 634 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Beacon Pointe Advisors's 13F filing for Q1 2025, filed 13 May 2025.