Center for Financial Planning’s Lamb Weston LW Stock Holding History

Center for Financial Planning’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 Q4	–	Sell	-41	Closed	-$2.38K	–	724
2025 Q3	$2.38K	Buy	+41	New	+$2.24K	﹤0.01%	585
2024 Q2	–	Sell	-3	Closed	-$320	–	612
2024 Q1	$320	Buy	+3	New	+$312	﹤0.01%	591

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

JPM

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

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

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

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Center for Financial Planning's LW Position: Q4 2025 in Review

Center for Financial Planning sold out of Lamb Weston (LW) in Q4 2025, closing a stake of 41 shares — an estimated $2.38K sold.

Center for Financial Planning first reported a position in LW in Q1 2024 and held it in 2 quarters. The position peaked at $2.38K in Q3 2025. 625 funds tracked by Wall St. Rank hold LW as of Q4 2025.

Center for Financial Planning reported no remaining Lamb Weston position as of Q4 2025 after selling out during the quarter.
Center for Financial Planning sold 41 Lamb Weston shares in Q4 2025, an estimated $2.38K.
Center for Financial Planning first reported a position in Lamb Weston in Q1 2024 and held it in 2 quarters.
Center for Financial Planning's Lamb Weston position peaked at $2.38K in Q3 2025.
625 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.