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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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Burkett Financial Services's LW Position: Q3 2025 in Review

Burkett Financial Services sold out of Lamb Weston (LW) in Q3 2025, closing a stake of 36 shares — an estimated $1.86K sold.

Burkett Financial Services first reported a position in LW in Q4 2023 and held it in 7 quarters. The position peaked at $3.75K in Q4 2023. 625 funds tracked by Wall St. Rank hold LW as of Q3 2025.

  • Burkett Financial Services reported no remaining Lamb Weston position as of Q3 2025 after selling out during the quarter.
  • Burkett Financial Services sold 36 Lamb Weston shares in Q3 2025, an estimated $1.86K.
  • Burkett Financial Services first reported a position in Lamb Weston in Q4 2023 and held it in 7 quarters.
  • Burkett Financial Services's Lamb Weston position peaked at $3.75K in Q4 2023.
  • 625 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2025.

Based on Burkett Financial Services's 13F filing for Q3 2025, filed 24 Nov 2025.