Bellwether Advisors’s Lamb Weston LW Stock Holding History

Bellwether 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 Q3	–	Sell	-2,881	Closed	-$149K	–	384
2025 Q2	$149K	Hold	2,881	–	–	0.03%	145
2025 Q1	$154K	Hold	2,881	–	–	0.03%	143
2024 Q4	$193K	Buy	+2,881	New	+$215K	0.03%	139
2024 Q3	–	Sell	-2,881	Closed	-$242K	–	137
2024 Q2	$242K	Sell	2,881 -91	-3%	-$7.76K	0.05%	108
2024 Q1	$317K	Hold	2,972	–	–	0.07%	103
2023 Q4	$321K	Buy	2,972 +1	+0%	+$96	0.08%	100
2023 Q3	$275K	Hold	2,971	–	–	0.07%	100
2023 Q2	$342K	Buy	2,971 +1	+0%	+$112	0.1%	74
2023 Q1	$311K	Hold	2,970	–	–	0.09%	111
2022 Q4	$265K	Sell	2,970 -15,589	-84%	-$1.33M	0.08%	109
2022 Q3	$1.44M	Buy	18,559 +15,589	+525%	+$1.22M	0.47%	46
2022 Q2	$212K	Buy	2,970 +1	+0%	+$66	0.07%	113
2022 Q1	$177K	Hold	2,969	–	–	0.05%	138
2021 Q4	$188K	Hold	2,969	–	–	0.06%	124
2021 Q3	$182K	Buy	2,969 +1	+0%	+$68	0.06%	148
2021 Q2	$239K	Sell	2,968 -9	-0.3%	-$721	0.08%	120
2021 Q1	$230K	Hold	2,977	–	–	0.09%	106
2020 Q4	$234K	Buy	+2,977	New	+$217K	0.1%	102

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Bellwether Advisors's LW Position: Q3 2025 in Review

Bellwether Advisors sold out of Lamb Weston (LW) in Q3 2025, closing a stake of 2,881 shares — an estimated $149K sold.

Bellwether Advisors first reported a position in LW in Q4 2020 and held it in 18 quarters. The position peaked at $1.44M in Q3 2022. 623 funds tracked by Wall St. Rank hold LW as of Q3 2025.

Bellwether Advisors reported no remaining Lamb Weston position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 2,881 Lamb Weston shares in Q3 2025, an estimated $149K.
Bellwether Advisors first reported a position in Lamb Weston in Q4 2020 and held it in 18 quarters.
Bellwether Advisors's Lamb Weston position peaked at $1.44M in Q3 2022.
623 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.