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Caprock Group’s Lamb Weston LW Stock Holding History

Caprock Group’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 		– Sell
-19,139
Closed -$802K – 1215
2025
Q4 		$802K Buy
+19,139
New +$1.13M 0.02% 667
2025
Q1 		– Sell
-4,017
Closed -$268K – 1139
2024
Q4 		$268K Sell
4,017
-594
-13% -$44.3K 0.01% 845
2024
Q3 		$299K Buy
4,611
+1,787
+63% +$118K 0.01% 727
2024
Q2 		$237K Buy
+2,824
New +$241K 0.01% 753

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CGC
Continental Grain Company New York $448M AUM 6.81% 1-Year Est. Return

Caprock Group's LW Position: Q1 2026 in Review

Caprock Group sold out of Lamb Weston (LW) in Q1 2026, closing a stake of 19,139 shares — an estimated $802K sold.

Caprock Group first reported a position in LW in Q2 2024 and held it in 4 quarters. The position peaked at $802K in Q4 2025. 566 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Caprock Group reported no remaining Lamb Weston position as of Q1 2026 after selling out during the quarter.
  • Caprock Group sold 19,139 Lamb Weston shares in Q1 2026, an estimated $802K.
  • Caprock Group first reported a position in Lamb Weston in Q2 2024 and held it in 4 quarters.
  • Caprock Group's Lamb Weston position peaked at $802K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.