Capital Analysts LLC’s Lamb Weston LW Stock Holding History

Capital Analysts LLC’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	$1K	Sell	33 -18	-35%	-$803	﹤0.01%	1506
2025 Q4	$2K	Sell	51 -10	-16%	-$589	﹤0.01%	1415
2025 Q3	$4K	Hold	61	–	–	﹤0.01%	1335
2025 Q2	$3K	Sell	61 -104	-63%	-$5.57K	﹤0.01%	1296
2025 Q1	$9K	Hold	165	–	–	﹤0.01%	1143
2024 Q4	$11K	Sell	165 -14	-8%	-$1.04K	﹤0.01%	1047
2024 Q3	$12K	Buy	179 +76	+74%	+$5.02K	﹤0.01%	1001
2024 Q2	$9K	Hold	103	–	–	﹤0.01%	970
2024 Q1	$11K	Hold	103	–	–	﹤0.01%	915
2023 Q4	$11K	Hold	103	–	–	﹤0.01%	889
2023 Q3	$9K	Sell	103 -41	-28%	-$4.16K	﹤0.01%	897
2023 Q2	$17K	Buy	144 +103	+251%	+$11.5K	﹤0.01%	749
2023 Q1	$4K	Hold	41	–	–	﹤0.01%	882
2022 Q4	$4K	Hold	41	–	–	﹤0.01%	936
2022 Q3	$3K	Hold	41	–	–	﹤0.01%	951
2022 Q2	$3K	Hold	41	–	–	﹤0.01%	917
2022 Q1	$2K	Buy	+41	New	+$2.55K	﹤0.01%	876
2020 Q3	–	Sell	-82	Closed	-$5K	–	764
2020 Q2	$5K	Sell	82 -200	-71%	-$12.1K	﹤0.01%	608
2020 Q1	$16K	Hold	282	–	–	﹤0.01%	473
2019 Q4	$24K	Hold	282	–	–	﹤0.01%	478
2019 Q3	$20K	Hold	282	–	–	﹤0.01%	472
2019 Q2	$18K	Hold	282	–	–	﹤0.01%	466
2019 Q1	$21K	Buy	282 +82	+41%	+$5.81K	﹤0.01%	431
2018 Q4	$15K	Sell	200 -133	-40%	-$10.2K	﹤0.01%	428
2018 Q3	$22K	Hold	333	–	–	﹤0.01%	386
2018 Q2	$23K	Buy	+333	New	+$21.8K	﹤0.01%	397

Other funds holding LW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Analysts LLC's LW Position: Q1 2026 in Review

Capital Analysts LLC reduced its Lamb Weston (LW) stake by 35% in Q1 2026, selling an estimated $803 and leaving 33 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Capital Analysts LLC first reported a position in LW in Q2 2018 and has held it in 26 quarters since. The position peaked at $24K in Q4 2019. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.

Capital Analysts LLC held 33 shares of Lamb Weston worth $1K as of Q1 2026.
Capital Analysts LLC sold 18 Lamb Weston shares in Q1 2026, an estimated $803.
Lamb Weston made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1506 holding.
Capital Analysts LLC first reported a position in Lamb Weston in Q2 2018 and has held it in 26 quarters since.
Capital Analysts LLC's Lamb Weston position peaked at $24K in Q4 2019.
561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.