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Birchbrook’s Lamb Weston LW Stock Holding History

Birchbrook’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
Q1 		– Sell
-50
Closed -$3.34K – 287
2024
Q4 		$3.34K Hold
50
– – ﹤0.01% 246
2024
Q3 		$3.24K Hold
50
– – ﹤0.01% 227
2024
Q2 		$4.2K Sell
50
-50
-50% -$4.26K ﹤0.01% 220
2024
Q1 		$10.7K Hold
100
– – 0.01% 199
2023
Q4 		$10.8K Buy
+100
New +$9.63K 0.01% 209

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
JPM
JANA Partners Management New York $1.9B AUM 18.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Birchbrook's LW Position: Q1 2025 in Review

Birchbrook sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 50 shares — an estimated $3.34K sold.

Birchbrook first reported a position in LW in Q4 2023 and held it in 5 quarters. The position peaked at $10.8K in Q4 2023. 634 funds tracked by Wall St. Rank hold LW as of Q1 2025.

  • Birchbrook reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
  • Birchbrook sold 50 Lamb Weston shares in Q1 2025, an estimated $3.34K.
  • Birchbrook first reported a position in Lamb Weston in Q4 2023 and held it in 5 quarters.
  • Birchbrook's Lamb Weston position peaked at $10.8K in Q4 2023.
  • 634 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Birchbrook's 13F filing for Q1 2025, filed 10 Jun 2025.