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Becker Capital Management’s Lamb Weston LW Stock Holding History

Becker Capital 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 		$3.39M Sell
78,588
-11,487
-13% -$495K 0.09% 119
2026
Q1 		$3.81M Buy
90,075
+14,700
+20% +$656K 0.11% 110
2025
Q4 		$3.16M Sell
75,375
-2,087
-3% -$123K 0.09% 117
2025
Q3 		$4.5M Sell
77,462
-13,913
-15% -$760K 0.13% 106
2025
Q2 		$4.74M Sell
91,375
-12,351
-12% -$661K 0.15% 100
2025
Q1 		$5.53M Sell
103,726
-10,549
-9% -$597K 0.18% 92
2024
Q4 		$7.64M Sell
114,275
-6,074
-5% -$453K 0.25% 82
2024
Q3 		$7.79M Buy
120,349
+1,928
+2% +$127K 0.25% 82
2024
Q2 		$9.96M Buy
118,421
+4,735
+4% +$404K 0.34% 79
2024
Q1 		$12.1M Sell
113,686
-6,534
-5% -$680K 0.42% 73
2023
Q4 		$13M Sell
120,220
-5,471
-4% -$527K 0.47% 75
2023
Q3 		$11.6M Sell
125,691
-85,125
-40% -$8.63M 0.46% 75
2023
Q2 		$24.2M Sell
210,816
-15,725
-7% -$1.75M 0.92% 37
2023
Q1 		$23.7M Sell
226,541
-14,603
-6% -$1.44M 0.94% 41
2022
Q4 		$21.5M Sell
241,144
-49,828
-17% -$4.24M 1% 39
2022
Q3 		$22.5M Sell
290,972
-8,341
-3% -$652K 1.18% 31
2022
Q2 		$21.4M Buy
299,313
+7,665
+3% +$506K 1.03% 40
2022
Q1 		$17.5M Buy
291,648
+7,634
+3% +$474K 0.7% 59
2021
Q4 		$18M Buy
284,014
+191,664
+208% +$11.1M 0.71% 54
2021
Q3 		$5.67M Buy
+92,350
New +$6.25M 0.24% 86

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

Becker Capital Management's LW Position: Q2 2026 in Review

Becker Capital Management reduced its Lamb Weston (LW) stake by 13% in Q2 2026, selling an estimated $495K and leaving 78,588 shares worth $3.39M. The position accounts for 0.09% of the portfolio, ranked #119.

Becker Capital Management first reported a position in LW in Q3 2021 and has held it in 20 quarters since. The position peaked at $24.2M in Q2 2023. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Becker Capital Management held 78,588 shares of Lamb Weston worth $3.39M as of Q2 2026.
  • Becker Capital Management sold 11,487 Lamb Weston shares in Q2 2026, an estimated $495K.
  • Lamb Weston made up 0.09% of Becker Capital Management's portfolio in Q2 2026, its #119 holding.
  • Becker Capital Management first reported a position in Lamb Weston in Q3 2021 and has held it in 20 quarters since.
  • Becker Capital Management's Lamb Weston position peaked at $24.2M in Q2 2023.
  • 558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.