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
2025
Q1 		– Sell
-10,500
Closed -$702K – 1669
2024
Q4 		$702K Buy
10,500
+8,700
+483% +$649K ﹤0.01% 1186
2024
Q3 		$117K Buy
1,800
+100
+6% +$6.6K ﹤0.01% 1691
2024
Q2 		$143K Buy
1,700
+100
+6% +$8.53K ﹤0.01% 1833
2024
Q1 		$170K Sell
1,600
-1,100
-41% -$114K ﹤0.01% 2046
2023
Q4 		$292K Buy
2,700
+400
+17% +$38.5K ﹤0.01% 1605
2023
Q3 		$213K Buy
2,300
+100
+5% +$10.1K ﹤0.01% 1787
2023
Q2 		$253K Buy
2,200
+400
+22% +$44.6K ﹤0.01% 1466
2023
Q1 		$188K Sell
1,800
-2,800
-61% -$277K ﹤0.01% 1276
2022
Q4 		$411K Buy
4,600
+200
+5% +$17K ﹤0.01% 1172
2022
Q3 		$340K Buy
4,400
+200
+5% +$15.6K ﹤0.01% 1372
2022
Q2 		$300K Sell
4,200
-7,000
-63% -$462K ﹤0.01% 1346
2022
Q1 		$671K Sell
11,200
-7,600
-40% -$472K ﹤0.01% 1429
2021
Q4 		$1.19M Buy
18,800
+13,600
+262% +$785K ﹤0.01% 1253
2021
Q3 		$319K Sell
5,200
-6,100
-54% -$413K ﹤0.01% 1634
2021
Q2 		$911K Buy
11,300
+8,800
+352% +$705K ﹤0.01% 1255
2021
Q1 		$194K Sell
2,500
-13,600
-84% -$1.07M ﹤0.01% 1447
2020
Q4 		$1.27M Buy
16,100
+5,400
+50% +$393K ﹤0.01% 1008
2020
Q3 		$709K Buy
10,700
+2,000
+23% +$128K ﹤0.01% 1102
2020
Q2 		$556K Buy
+8,700
New +$525K ﹤0.01% 1069
2020
Q1 		– Sell
-3,200
Closed -$275K – 1285
2019
Q4 		$275K Hold
3,200
– – ﹤0.01% 1222
2019
Q3 		$233K Buy
3,200
+3,000
+1,500% +$206K ﹤0.01% 1209
2019
Q2 		$13K Buy
+200
New +$13.2K ﹤0.01% 1363

Other funds holding LW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SV
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
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 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. 563 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.
  • 563 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.