BHWM
LW icon

Beaird Harris Wealth Management’s Lamb Weston LW Stock Holding History

Beaird Harris 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
2024
Q3 		– Sell
-1
Closed -$78 – 637
2024
Q2 		$78 Buy
+1
New +$85 ﹤0.01% 668
2023
Q1 		– Sell
-8
Closed -$715 – 629
2022
Q4 		$715 Buy
+8
New +$681 ﹤0.01% 664

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Beaird Harris Wealth Management's LW Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 1 share — an estimated $78 sold.

Beaird Harris Wealth Management first reported a position in LW in Q4 2022 and held it in 2 quarters. The position peaked at $715 in Q4 2022. 686 funds tracked by Wall St. Rank hold LW as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1 Lamb Weston share in Q3 2024, an estimated $78.
  • Beaird Harris Wealth Management first reported a position in Lamb Weston in Q4 2022 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Lamb Weston position peaked at $715 in Q4 2022.
  • 686 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.