Carson Advisory’s Lamb Weston LW Stock Holding History

Carson Advisory’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	$584K	Buy	13,818 +5,000	+57%	+$223K	0.3%	78
2025 Q4	$369K	Buy	+8,818	New	+$519K	0.19%	106

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

Carson Advisory's LW Position: Q1 2026 in Review

Carson Advisory increased its Lamb Weston (LW) stake by 57% in Q1 2026, buying an estimated $223K and bringing the position to 13,818 shares worth $584K. The position accounts for 0.3% of the portfolio, ranked #78.

Carson Advisory first reported a position in LW in Q4 2025 and has held it in 2 quarters since. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.

Carson Advisory held 13,818 shares of Lamb Weston worth $584K as of Q1 2026.
Carson Advisory bought 5,000 Lamb Weston shares in Q1 2026, an estimated $223K.
Lamb Weston made up 0.3% of Carson Advisory's portfolio in Q1 2026, its #78 holding.
Carson Advisory first reported a position in Lamb Weston in Q4 2025 and has held it in 2 quarters since.
561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.