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
Q4 		– Sell
-5,800
Closed -$337K – 1875
2025
Q3 		$337K Buy
5,800
+1,000
+21% +$54.7K ﹤0.01% 1599
2025
Q2 		$249K Sell
4,800
-1,400
-23% -$75K ﹤0.01% 1468
2025
Q1 		$330K Sell
6,200
-7,000
-53% -$396K ﹤0.01% 1170
2024
Q4 		$882K Sell
13,200
-900
-6% -$67.1K ﹤0.01% 1111
2024
Q3 		$913K Buy
14,100
+1,000
+8% +$66K ﹤0.01% 988
2024
Q2 		$1.1M Buy
13,100
+3,100
+31% +$264K ﹤0.01% 947
2024
Q1 		$1.07M Sell
10,000
-6,100
-38% -$635K ﹤0.01% 1115
2023
Q4 		$1.74M Buy
16,100
+4,700
+41% +$453K 0.01% 853
2023
Q3 		$1.05M Sell
11,400
-500
-4% -$50.7K ﹤0.01% 969
2023
Q2 		$1.37M Buy
11,900
+1,400
+13% +$156K 0.01% 756
2023
Q1 		$1.1M Sell
10,500
-1,500
-13% -$148K 0.01% 764
2022
Q4 		$1.07M Buy
12,000
+400
+3% +$34K 0.01% 903
2022
Q3 		$898K Buy
11,600
+2,000
+21% +$156K 0.01% 1074
2022
Q2 		$686K Sell
9,600
-17,000
-64% -$1.12M ﹤0.01% 1142
2022
Q1 		$1.59M Sell
26,600
-18,400
-41% -$1.14M ﹤0.01% 1155
2021
Q4 		$2.85M Sell
45,000
-13,100
-23% -$756K ﹤0.01% 1004
2021
Q3 		$3.57M Buy
58,100
+22,100
+61% +$1.5M 0.01% 969
2021
Q2 		$2.9M Buy
36,000
+28,700
+393% +$2.3M 0.01% 891
2021
Q1 		$566K Sell
7,300
-8,800
-55% -$694K ﹤0.01% 1246
2020
Q4 		$1.27M Buy
16,100
+1,300
+9% +$94.7K ﹤0.01% 1009
2020
Q3 		$981K Buy
14,800
+8,300
+128% +$532K 0.01% 1022
2020
Q2 		$416K Buy
+6,500
New +$393K ﹤0.01% 1129
2020
Q1 		– Sell
-5,800
Closed -$499K – 1286
2019
Q4 		$499K Sell
5,800
-100
-2% -$8.05K ﹤0.01% 1147
2019
Q3 		$429K Buy
5,900
+3,300
+127% +$226K ﹤0.01% 1124
2019
Q2 		$165K Buy
+2,600
New +$172K ﹤0.01% 1278

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 $2.9T AUM 29.55% 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.