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Bell Investment Advisors’s Lamb Weston LW Stock Holding History

Bell Investment 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
2026
Q2 		$36.1K Buy
837
+12
+1% +$518 0.01% 334
2026
Q1 		$34.9K Sell
825
-11
-1% -$491 0.01% 309
2025
Q4 		$35K Sell
836
-18
-2% -$1.06K 0.01% 305
2025
Q3 		$49.6K Sell
854
-7
-0.8% -$383 0.01% 242
2025
Q2 		$44.6K Buy
861
+10
+1% +$536 0.01% 267
2025
Q1 		$45.4K Sell
851
-17
-2% -$963 0.01% 234
2024
Q4 		$58K Buy
868
+7
+0.8% +$522 0.01% 204
2024
Q3 		$55.7K Buy
861
+8
+0.9% +$528 0.01% 216
2024
Q2 		$71.7K Sell
853
-16
-2% -$1.36K 0.01% 177
2024
Q1 		$92.6K Hold
869
– – 0.02% 143
2023
Q4 		$93.9K Buy
869
+11
+1% +$1.06K 0.02% 136
2023
Q3 		$79.3K Sell
858
-26
-3% -$2.64K 0.02% 139
2023
Q2 		$102K Hold
884
– – 0.02% 108
2023
Q1 		$92.4K Hold
884
– – 0.02% 107
2022
Q4 		$79K Buy
884
+5
+0.6% +$425 0.02% 122
2022
Q3 		$68K Sell
879
-12
-1% -$939 0.02% 105
2022
Q2 		$64K Buy
+891
New +$58.9K 0.02% 114
2021
Q4 		$57K Buy
904
+30
+3% +$1.73K 0.02% 145
2021
Q3 		$54K Buy
+874
New +$59.2K 0.02% 135

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

Bell Investment Advisors's LW Position: Q2 2026 in Review

Bell Investment Advisors increased its Lamb Weston (LW) stake by 1.5% in Q2 2026, buying an estimated $518 and bringing the position to 837 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #334.

Bell Investment Advisors first reported a position in LW in Q3 2021 and has held it in 19 quarters since. The position peaked at $102K in Q2 2023. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Bell Investment Advisors held 837 shares of Lamb Weston worth $36.1K as of Q2 2026.
  • Bell Investment Advisors bought 12 Lamb Weston shares in Q2 2026, an estimated $518.
  • Lamb Weston made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #334 holding.
  • Bell Investment Advisors first reported a position in Lamb Weston in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Lamb Weston position peaked at $102K in Q2 2023.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.