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 Q2	$620K	Buy	14,370 +552	+4%	+$23.8K	0.29%	84
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 $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carson Advisory's LW Position: Q2 2026 in Review

Carson Advisory increased its Lamb Weston (LW) stake by 4% in Q2 2026, buying an estimated $23.8K and bringing the position to 14,370 shares worth $620K. The position accounts for 0.29% of the portfolio, ranked #84.

Carson Advisory first reported a position in LW in Q4 2025 and has held it in 3 quarters since. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.

Carson Advisory held 14,370 shares of Lamb Weston worth $620K as of Q2 2026.
Carson Advisory bought 552 Lamb Weston shares in Q2 2026, an estimated $23.8K.
Lamb Weston made up 0.29% of Carson Advisory's portfolio in Q2 2026, its #84 holding.
Carson Advisory first reported a position in Lamb Weston in Q4 2025 and has held it in 3 quarters since.
558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.