BFS
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Burkett Financial Services’s Lamb Weston LW Stock Holding History

Burkett Financial Services’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
Q3 		– Sell
-36
Closed -$1.86K – 232
2025
Q2 		$1.86K Hold
36
– – ﹤0.01% 202
2025
Q1 		$1.9K Buy
36
+1
+3% +$57 ﹤0.01% 228
2024
Q4 		$2.36K Hold
35
– – ﹤0.01% 191
2024
Q3 		$2.28K Hold
35
– – ﹤0.01% 188
2024
Q2 		$2.94K Hold
35
– – ﹤0.01% 166
2024
Q1 		$3.71K Hold
35
– – ﹤0.01% 164
2023
Q4 		$3.75K Buy
+35
New +$3.37K ﹤0.01% 160

Other funds holding LW

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return