Carolinas Wealth Consulting’s Lamb Weston LW Stock Holding History

Carolinas Wealth Consulting’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	-96	Closed	-$6.42K	–	1065
2024 Q4	$6.42K	Sell	96 -19	-17%	-$1.42K	﹤0.01%	601
2024 Q3	$7.4K	Buy	115 +2	+2%	+$132	﹤0.01%	605
2024 Q2	$9.46K	Buy	113 +5	+5%	+$427	﹤0.01%	565
2024 Q1	$11.5K	Sell	108 -4,321	-98%	-$450K	﹤0.01%	546
2023 Q4	$11.5K	Hold	4,429	–	–	﹤0.01%	520
2023 Q3	$10.3K	Hold	4,429	–	–	﹤0.01%	514
2023 Q2	$11.9K	Hold	4,429	–	–	﹤0.01%	569
2023 Q1	$11.3K	Hold	4,429	–	–	﹤0.01%	591
2022 Q4	$10.3K	Hold	4,429	–	–	﹤0.01%	620
2022 Q3	$9K	Hold	4,429	–	–	﹤0.01%	581
2022 Q2	$9K	Buy	4,429 +4,363	+6,611%	+$288K	﹤0.01%	589
2022 Q1	$4K	Hold	66	–	–	﹤0.01%	726
2021 Q4	$4K	Hold	66	–	–	﹤0.01%	740
2021 Q3	$4K	Hold	66	–	–	﹤0.01%	705
2021 Q2	$5K	Hold	66	–	–	﹤0.01%	702
2021 Q1	$5K	Buy	+66	New	+$5.2K	﹤0.01%	713

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Carolinas Wealth Consulting's LW Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 96 shares — an estimated $6.42K sold.

Carolinas Wealth Consulting first reported a position in LW in Q1 2021 and held it in 16 quarters. The position peaked at $11.9K in Q2 2023. 634 funds tracked by Wall St. Rank hold LW as of Q1 2025.

Carolinas Wealth Consulting reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 96 Lamb Weston shares in Q1 2025, an estimated $6.42K.
Carolinas Wealth Consulting first reported a position in Lamb Weston in Q1 2021 and held it in 16 quarters.
Carolinas Wealth Consulting's Lamb Weston position peaked at $11.9K in Q2 2023.
634 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.