BOK Financial Private Wealth’s Lamb Weston LW Stock Holding History

BOK Financial Private Wealth’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	$2.33K	Sell	54 -110	-67%	-$4.74K	﹤0.01%	609
2026 Q1	$6.93K	Hold	164	–	–	﹤0.01%	364
2025 Q4	$6.87K	Hold	164	–	–	﹤0.01%	404
2025 Q3	$9.53K	Hold	164	–	–	﹤0.01%	330
2025 Q2	$8.5K	Sell	164 -86	-34%	-$4.61K	﹤0.01%	365
2025 Q1	$13.3K	Sell	250 -3	-1%	-$170	﹤0.01%	371
2024 Q4	$16.9K	Buy	253 +3	+1%	+$224	﹤0.01%	342
2024 Q3	$16.2K	Hold	250	–	–	﹤0.01%	358
2024 Q2	$21K	Hold	250	–	–	﹤0.01%	333
2024 Q1	$26.6K	Hold	250	–	–	﹤0.01%	308
2023 Q4	$27K	Hold	250	–	–	﹤0.01%	301
2023 Q3	$23.1K	Hold	250	–	–	﹤0.01%	287
2023 Q2	$28.7K	Hold	250	–	–	﹤0.01%	271
2023 Q1	$26.1K	Hold	250	–	–	﹤0.01%	291
2022 Q4	$22.3K	Sell	250 -666	-73%	-$56.7K	﹤0.01%	294
2022 Q3	$71K	Hold	916	–	–	0.01%	223
2022 Q2	$65K	Buy	+916	New	+$60.5K	0.01%	233

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 $3.38T AUM 44.17% 1-Year Est. Return

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

BOK Financial Private Wealth's LW Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its Lamb Weston (LW) stake by 67% in Q2 2026, selling an estimated $4.74K and leaving 54 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

BOK Financial Private Wealth first reported a position in LW in Q2 2022 and has held it in 17 quarters since. The position peaked at $71K in Q3 2022. 559 funds tracked by Wall St. Rank hold LW as of Q2 2026.

BOK Financial Private Wealth held 54 shares of Lamb Weston worth $2.33K as of Q2 2026.
BOK Financial Private Wealth sold 110 Lamb Weston shares in Q2 2026, an estimated $4.74K.
Lamb Weston made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #609 holding.
BOK Financial Private Wealth first reported a position in Lamb Weston in Q2 2022 and has held it in 17 quarters since.
BOK Financial Private Wealth's Lamb Weston position peaked at $71K in Q3 2022.
559 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.