Capstone Investment Advisors
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Capstone Investment Advisors’s Lamb Weston LW Stock Holding History

Capstone Investment 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 		– Sell
-14,789
Closed -$620K – 1752
2025
Q4 		$620K Buy
14,789
+10,713
+263% +$631K ﹤0.01% 1066
2025
Q3 		$237K Sell
4,076
-10,021
-71% -$548K ﹤0.01% 1748
2025
Q2 		$731K Buy
+14,097
New +$755K ﹤0.01% 966
2025
Q1 		– Sell
-11,328
Closed -$642K – 1670
2024
Q4 		$757K Sell
11,328
-10,822
-49% -$807K ﹤0.01% 1161
2024
Q3 		$1.43M Buy
22,150
+13,902
+169% +$918K ﹤0.01% 844
2024
Q2 		$693K Sell
8,248
-10,499
-56% -$896K ﹤0.01% 1143
2024
Q1 		$2M Buy
18,747
+2,396
+15% +$249K 0.01% 781
2023
Q4 		$1.77M Buy
16,351
+6,893
+73% +$664K 0.01% 848
2023
Q3 		$874K Buy
9,458
+9,082
+2,415% +$921K ﹤0.01% 1036
2023
Q2 		$43.2K Buy
376
+44
+13% +$4.91K ﹤0.01% 1779
2023
Q1 		$34.7K Buy
+332
New +$32.8K ﹤0.01% 1445
2022
Q2 		– Sell
-3
Closed -$198 – 2000
2022
Q1 		$0 Sell
3
-17,376
-100% -$1.08M ﹤0.01% 2118
2021
Q4 		$1.1M Sell
17,379
-3,675
-17% -$212K ﹤0.01% 1272
2021
Q3 		$1.29M Buy
+21,054
New +$1.43M ﹤0.01% 1332
2019
Q3 		– Sell
-584
Closed -$40.1K – 1413
2019
Q2 		$37K Buy
+584
New +$38.5K ﹤0.01% 1342

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 $3.38T AUM 44.17% 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

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

Capstone Investment Advisors sold out of Lamb Weston (LW) in Q1 2026, closing a stake of 14,789 shares — an estimated $620K sold.

Capstone Investment Advisors first reported a position in LW in Q2 2019 and held it in 15 quarters. The position peaked at $2M in Q1 2024. 567 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Lamb Weston position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 14,789 Lamb Weston shares in Q1 2026, an estimated $620K.
  • Capstone Investment Advisors first reported a position in Lamb Weston in Q2 2019 and held it in 15 quarters.
  • Capstone Investment Advisors's Lamb Weston position peaked at $2M in Q1 2024.
  • 567 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

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