Capstone Financial Advisors’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $794K | Buy |
18,389
+5,000
| +37% | +$216K | 0.04% | 82 |
|
|
2026
Q1 | $566K | Sell |
13,389
-30
| -0.2% | -$1.34K | 0.03% | 94 |
|
|
2025
Q4 | $562K | Buy |
13,419
+1,000
| +8% | +$58.9K | 0.03% | 90 |
|
|
2025
Q3 | $721K | Buy |
12,419
+31
| +0.3% | +$1.69K | 0.04% | 79 |
|
|
2025
Q2 | $642K | Hold |
12,388
| – | – | 0.04% | 84 |
|
|
2025
Q1 | $660K | Hold |
12,388
| – | – | 0.04% | 77 |
|
|
2024
Q4 | $828K | Hold |
12,388
| – | – | 0.05% | 71 |
|
|
2024
Q3 | $802K | Buy |
12,388
+3
| +0% | +$198 | 0.05% | 67 |
|
|
2024
Q2 | $1.04M | Hold |
12,385
| – | – | 0.07% | 55 |
|
|
2024
Q1 | $1.32M | Hold |
12,385
| – | – | 0.09% | 47 |
|
|
2023
Q4 | $1.34M | Buy |
12,385
+1
| +0% | +$96 | 0.1% | 42 |
|
|
2023
Q3 | $1.15M | Hold |
12,384
| – | – | 0.09% | 47 |
|
|
2023
Q2 | $1.42M | Buy |
12,384
+83
| +0.7% | +$9.26K | 0.11% | 41 |
|
|
2023
Q1 | $1.29M | Buy |
12,301
+34
| +0.3% | +$3.36K | 0.1% | 42 |
|
|
2022
Q4 | $1.1M | Buy |
12,267
+34
| +0.3% | +$2.89K | 0.09% | 46 |
|
|
2022
Q3 | $947K | Buy |
12,233
+38
| +0.3% | +$2.97K | 0.09% | 48 |
|
|
2022
Q2 | $871K | Buy |
12,195
+43
| +0.4% | +$2.84K | 0.07% | 53 |
|
|
2022
Q1 | $728K | Buy |
12,152
+53
| +0.4% | +$3.29K | 0.05% | 57 |
|
|
2021
Q4 | $767K | Buy |
12,099
+5,050
| +72% | +$291K | 0.06% | 55 |
|
|
2021
Q3 | $433K | Hold |
7,049
| – | – | 0.03% | 74 |
|
|
2021
Q2 | $569K | Hold |
7,049
| – | – | 0.04% | 67 |
|
|
2021
Q1 | $546K | Buy |
7,049
+11
| +0.2% | +$867 | 0.05% | 54 |
|
|
2020
Q4 | $554K | Buy |
7,038
+83
| +1% | +$6.04K | 0.05% | 45 |
|
|
2020
Q3 | $461K | Hold |
6,955
| – | – | 0.05% | 48 |
|
|
2020
Q2 | $445K | Buy |
6,955
+1,952
| +39% | +$118K | 0.05% | 46 |
|
|
2020
Q1 | $286K | Hold |
5,003
| – | – | 0.04% | 56 |
|
|
2019
Q4 | $430K | Hold |
5,003
| – | – | 0.06% | 48 |
|
|
2019
Q3 | $364K | Hold |
5,003
| – | – | 0.06% | 51 |
|
|
2019
Q2 | $317K | Hold |
5,003
| – | – | 0.05% | 59 |
|
|
2019
Q1 | $375K | Hold |
5,003
| – | – | 0.06% | 53 |
|
|
2018
Q4 | $368K | Hold |
5,003
| – | – | 0.07% | 52 |
|
|
2018
Q3 | $333K | Hold |
5,003
| – | – | 0.08% | 50 |
|
|
2018
Q2 | $343K | Buy |
5,003
+3
| +0.1% | +$196 | 0.1% | 46 |
|
|
2018
Q1 | $291K | Buy |
+5,000
| New | +$283K | 0.1% | 52 |
|
Other funds holding LW
SV
JPM
Capstone Financial Advisors's LW Position: Q2 2026 in Review
Capstone Financial Advisors increased its Lamb Weston (LW) stake by 37% in Q2 2026, buying an estimated $216K and bringing the position to 18,389 shares worth $794K. The position accounts for 0.04% of the portfolio, ranked #82.
Capstone Financial Advisors first reported a position in LW in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.42M in Q2 2023. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.
- Capstone Financial Advisors held 18,389 shares of Lamb Weston worth $794K as of Q2 2026.
- Capstone Financial Advisors bought 5,000 Lamb Weston shares in Q2 2026, an estimated $216K.
- Lamb Weston made up 0.04% of Capstone Financial Advisors's portfolio in Q2 2026, its #82 holding.
- Capstone Financial Advisors first reported a position in Lamb Weston in Q1 2018 and has held it in 34 quarters since.
- Capstone Financial Advisors's Lamb Weston position peaked at $1.42M in Q2 2023.
- 558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.
Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.