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Cassaday & Co Wealth Management’s Lamb Weston LW Stock Holding History

Cassaday & Co Wealth Management’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 		$4.32K Sell
100
-8
-7% -$345 ﹤0.01% 962
2026
Q1 		$4.57K Buy
+108
New +$4.82K ﹤0.01% 987

Other funds holding LW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SV
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cassaday & Co Wealth Management's LW Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Lamb Weston (LW) stake by 7.4% in Q2 2026, selling an estimated $345 and leaving 100 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Cassaday & Co Wealth Management first reported a position in LW in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.57K in Q1 2026. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Cassaday & Co Wealth Management held 100 shares of Lamb Weston worth $4.32K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 8 Lamb Weston shares in Q2 2026, an estimated $345.
  • Lamb Weston made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #962 holding.
  • Cassaday & Co Wealth Management first reported a position in Lamb Weston in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Lamb Weston position peaked at $4.57K in Q1 2026.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.