BSW
LW icon

Buckingham Strategic Wealth’s Lamb Weston LW Stock Holding History

Buckingham Strategic 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
2024
Q2 		$351K Buy
+4,175
New +$356K ﹤0.01% 558
2020
Q1 		– Sell
-2,769
Closed -$238K – 495
2019
Q4 		$238K Hold
2,769
– – 0.02% 403
2019
Q3 		$201K Buy
+2,769
New +$190K 0.02% 404

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Buckingham Strategic Wealth's LW Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in Lamb Weston (LW) in Q2 2024: 4,175 shares worth $351K. The stake represents ﹤0.01% of the portfolio and ranks #558 among its holdings. This is a return to the name: Buckingham Strategic Wealth previously reported a position in LW as recently as Q4 2019.

Buckingham Strategic Wealth first reported a position in LW in Q3 2019 and has held it in 3 quarters since. 755 funds tracked by Wall St. Rank hold LW as of Q2 2024.

  • Buckingham Strategic Wealth held 4,175 shares of Lamb Weston worth $351K as of Q2 2024.
  • Lamb Weston was a new Buckingham Strategic Wealth position in Q2 2024.
  • Lamb Weston made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #558 holding.
  • Buckingham Strategic Wealth first reported a position in Lamb Weston in Q3 2019 and has held it in 3 quarters since.
  • 755 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.