Capstone Financial Advisors’s Lamb Weston LW Stock Holding History

Capstone Financial Advisors’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	$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

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

Capstone Financial Advisors's LW Position: Q1 2026 in Review

Capstone Financial Advisors reduced its Lamb Weston (LW) stake by 0.22% in Q1 2026, selling an estimated $1.34K and leaving 13,389 shares worth $566K. The position accounts for 0.03% of the portfolio, ranked #94.

Capstone Financial Advisors first reported a position in LW in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.42M in Q2 2023. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.

Capstone Financial Advisors held 13,389 shares of Lamb Weston worth $566K as of Q1 2026.
Capstone Financial Advisors sold 30 Lamb Weston shares in Q1 2026, an estimated $1.34K.
Lamb Weston made up 0.03% of Capstone Financial Advisors's portfolio in Q1 2026, its #94 holding.
Capstone Financial Advisors first reported a position in Lamb Weston in Q1 2018 and has held it in 33 quarters since.
Capstone Financial Advisors's Lamb Weston position peaked at $1.42M in Q2 2023.
561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.