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Cape Investment Advisory’s Lamb Weston LW Stock Holding History

Cape Investment Advisory’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 		$907 Buy
+21
New +$906 ﹤0.01% 1346
2026
Q1 		– Sell
-273
Closed -$11.4K – 778
2025
Q4 		$11.4K Buy
273
+156
+133% +$9.18K ﹤0.01% 727
2025
Q3 		$6.8K Buy
117
+87
+290% +$4.75K 0.01% 467
2025
Q2 		$1.56K Sell
30
-15
-33% -$803 ﹤0.01% 983
2025
Q1 		$2.4K Buy
45
+22
+96% +$1.25K ﹤0.01% 868
2024
Q4 		$1.54K Hold
23
– – ﹤0.01% 909
2024
Q3 		$1.49K Hold
23
– – ﹤0.01% 849
2024
Q2 		$1.93K Buy
+23
New +$1.96K ﹤0.01% 788

Other funds holding LW

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SV
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cape Investment Advisory's LW Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Lamb Weston (LW) in Q2 2026: 21 shares worth $907. The stake represents ﹤0.01% of the portfolio and ranks #1346 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in LW as recently as Q4 2025.

Cape Investment Advisory first reported a position in LW in Q2 2024 and has held it in 8 quarters since. The position peaked at $11.4K in Q4 2025. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Cape Investment Advisory held 21 shares of Lamb Weston worth $907 as of Q2 2026.
  • Lamb Weston was a new Cape Investment Advisory position in Q2 2026.
  • Lamb Weston made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1346 holding.
  • Cape Investment Advisory first reported a position in Lamb Weston in Q2 2024 and has held it in 8 quarters since.
  • Cape Investment Advisory's Lamb Weston position peaked at $11.4K in Q4 2025.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.