Cerity Partners
LW icon

Cerity Partners’s Lamb Weston LW Stock Holding History

Cerity Partners’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 		$16.6M Buy
383,982
+64,908
+20% +$2.8M 0.02% 543
2026
Q1 		$13.5M Buy
319,074
+298,611
+1,459% +$13.3M 0.02% 575
2025
Q4 		$857K Buy
20,463
+2,852
+16% +$168K ﹤0.01% 1798
2025
Q3 		$1.02M Sell
17,611
-2,311
-12% -$126K ﹤0.01% 1594
2025
Q2 		$1.03M Buy
19,922
+11,899
+148% +$637K ﹤0.01% 1506
2025
Q1 		$428K Sell
8,023
-7,982
-50% -$452K ﹤0.01% 1856
2024
Q4 		$1.04M Sell
16,005
-9,058
-36% -$676K ﹤0.01% 1389
2024
Q3 		$1.62M Buy
25,063
+15,878
+173% +$1.05M ﹤0.01% 1186
2024
Q2 		$772K Sell
9,185
-8,363
-48% -$713K ﹤0.01% 1342
2024
Q1 		$1.87M Buy
17,548
+9,145
+109% +$952K ﹤0.01% 999
2023
Q4 		$908K Buy
8,403
+2,432
+41% +$234K ﹤0.01% 1021
2023
Q3 		$552K Buy
5,971
+2,340
+64% +$237K ﹤0.01% 945
2023
Q2 		$417K Buy
3,631
+750
+26% +$83.7K ﹤0.01% 1254
2023
Q1 		$748K Buy
+2,881
New +$285K ﹤0.01% 1109

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CGC
Continental Grain Company New York $448M AUM 6.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cerity Partners's LW Position: Q2 2026 in Review

Cerity Partners increased its Lamb Weston (LW) stake by 20% in Q2 2026, buying an estimated $2.8M and bringing the position to 383,982 shares worth $16.6M. The position accounts for 0.02% of the portfolio, ranked #543.

Cerity Partners first reported a position in LW in Q1 2023 and has held it in 14 quarters since. 522 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Cerity Partners held 383,982 shares of Lamb Weston worth $16.6M as of Q2 2026.
  • Cerity Partners bought 64,908 Lamb Weston shares in Q2 2026, an estimated $2.8M.
  • Lamb Weston made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #543 holding.
  • Cerity Partners first reported a position in Lamb Weston in Q1 2023 and has held it in 14 quarters since.
  • 522 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.