BWL
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Bogart Wealth LLC’s Lamb Weston LW Stock Holding History

Bogart Wealth LLC’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 		$12K Buy
279
+53
+23% +$2.29K ﹤0.01% 942
2026
Q1 		$9.55K Buy
+226
New +$10.1K ﹤0.01% 913
2025
Q3 		– Sell
-111
Closed -$5.75K – 1573
2025
Q2 		$5.75K Buy
+111
New +$5.94K ﹤0.01% 908

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

Bogart Wealth LLC's LW Position: Q2 2026 in Review

Bogart Wealth LLC increased its Lamb Weston (LW) stake by 23% in Q2 2026, buying an estimated $2.29K and bringing the position to 279 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Bogart Wealth LLC first reported a position in LW in Q2 2025 and has held it in 3 quarters since. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Bogart Wealth LLC held 279 shares of Lamb Weston worth $12K as of Q2 2026.
  • Bogart Wealth LLC bought 53 Lamb Weston shares in Q2 2026, an estimated $2.29K.
  • Lamb Weston made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #942 holding.
  • Bogart Wealth LLC first reported a position in Lamb Weston in Q2 2025 and has held it in 3 quarters since.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.