Bernzott Capital Advisors’s Lamb Weston LW Stock Holding History

Bernzott Capital 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	$4.15M	Sell	96,022 -48,238	-33%	-$2.08M	1.66%	32
2026 Q1	$6.1M	Buy	144,260 +26,207	+22%	+$1.17M	2.92%	20
2025 Q4	$4.95M	Buy	118,053 +2,549	+2%	+$150K	2.35%	26
2025 Q3	$6.71M	Sell	115,504 -665	-0.6%	-$36.3K	3.17%	15
2025 Q2	$6.02M	Buy	116,169 +12,134	+12%	+$650K	3.08%	16
2025 Q1	$5.55M	Buy	104,035 +2,430	+2%	+$138K	2.73%	23
2024 Q4	$6.79M	Buy	101,605 +3,460	+4%	+$258K	3.36%	9
2024 Q3	$6.35M	Buy	98,145 +51,505	+110%	+$3.4M	2.73%	22
2024 Q2	$3.92M	Buy	+46,640	New	+$3.98M	1.81%	33

Other funds holding LW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bernzott Capital Advisors's LW Position: Q2 2026 in Review

Bernzott Capital Advisors reduced its Lamb Weston (LW) stake by 33% in Q2 2026, selling an estimated $2.08M and leaving 96,022 shares worth $4.15M. The position accounts for 1.66% of the portfolio, ranked #32.

Bernzott Capital Advisors first reported a position in LW in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.79M in Q4 2024. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.

Bernzott Capital Advisors held 96,022 shares of Lamb Weston worth $4.15M as of Q2 2026.
Bernzott Capital Advisors sold 48,238 Lamb Weston shares in Q2 2026, an estimated $2.08M.
Lamb Weston made up 1.66% of Bernzott Capital Advisors's portfolio in Q2 2026, its #32 holding.
Bernzott Capital Advisors first reported a position in Lamb Weston in Q2 2024 and has held it in 9 quarters since.
Bernzott Capital Advisors's Lamb Weston position peaked at $6.79M in Q4 2024.
558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Bernzott Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.