Castle Rock Wealth Management’s Lamb Weston LW Stock Holding History

Castle Rock 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 Q3	$446K	Hold	9,311	–	–	0.08%	179
2026 Q2	$415K	Hold	9,311	–	–	0.08%	184
2026 Q1	$366K	Hold	9,311	–	–	0.08%	192
2025 Q4	$421K	Hold	9,311	–	–	0.09%	174
2025 Q3	$581K	Hold	9,311	–	–	0.13%	147
2025 Q2	$449K	Sell	9,311 -5	-0.1%	-$268	0.1%	162
2025 Q1	$493K	Hold	9,316	–	–	0.13%	145
2024 Q4	$545K	Sell	9,316 -10	-0.1%	-$746	0.13%	140
2024 Q3	$637K	Sell	9,326 -9,109	-49%	-$601K	0.15%	142
2024 Q2	$1.53M	Sell	18,435 -8	-0%	-$682	0.38%	77
2024 Q1	$1.52M	Hold	18,443	–	–	0.41%	68
2023 Q4	$1.96M	Hold	18,443	–	–	0.59%	37
2023 Q3	$1.76M	Buy	18,443 +11	+0.1%	+$1.11K	0.59%	33
2023 Q2	$2.11M	Buy	18,432 +7	+0%	+$781	0.72%	27
2023 Q1	$2.07M	Buy	18,425 +15	+0.1%	+$1.48K	0.74%	21
2022 Q4	$1.82M	Sell	18,410 -3,500	-16%	-$298K	0.81%	26
2022 Q3	$1.78M	Hold	21,910	–	–	0.9%	21
2022 Q2	$1.64M	Hold	21,910	–	–	0.84%	26
2022 Q1	$1.49M	Hold	21,910	–	–	0.69%	31
2021 Q4	$1.42M	Hold	21,910	–	–	0.58%	52
2021 Q3	$1.27M	Sell	21,910 -150	-0.7%	-$10.2K	0.44%	73
2021 Q2	$1.45M	Hold	22,060	–	–	0.53%	58
2021 Q1	$1.77M	Hold	22,060	–	–	0.71%	37
2020 Q4	$1.72M	Buy	+22,060	New	+$1.61M	0.72%	35

Other funds holding LW

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Castle Rock Wealth Management's LW Position: Q3 2026 in Review

Castle Rock Wealth Management held its Lamb Weston (LW) position steady in Q3 2026 at 9,311 shares worth $446K. The position accounts for 0.08% of the portfolio, ranked #179.

Castle Rock Wealth Management first reported a position in LW in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.11M in Q2 2023. 28 funds tracked by Wall St. Rank hold LW as of Q3 2026.

Castle Rock Wealth Management held 9,311 shares of Lamb Weston worth $446K as of Q3 2026.
Castle Rock Wealth Management left its Lamb Weston share count unchanged in Q3 2026.
Lamb Weston made up 0.08% of Castle Rock Wealth Management's portfolio in Q3 2026, its #179 holding.
Castle Rock Wealth Management first reported a position in Lamb Weston in Q4 2020 and has held it in 24 quarters since.
Castle Rock Wealth Management's Lamb Weston position peaked at $2.11M in Q2 2023.
28 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.