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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGC
Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return

BOK Financial Private Wealth's LW Position: Q1 2026 in Review

BOK Financial Private Wealth held its Lamb Weston (LW) position steady in Q1 2026 at 164 shares worth $6.93K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

BOK Financial Private Wealth first reported a position in LW in Q2 2022 and has held it in 16 quarters since. The position peaked at $71K in Q3 2022. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • BOK Financial Private Wealth held 164 shares of Lamb Weston worth $6.93K as of Q1 2026.
  • BOK Financial Private Wealth left its Lamb Weston share count unchanged in Q1 2026.
  • Lamb Weston made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #364 holding.
  • BOK Financial Private Wealth first reported a position in Lamb Weston in Q2 2022 and has held it in 16 quarters since.
  • BOK Financial Private Wealth's Lamb Weston position peaked at $71K in Q3 2022.
  • 561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.