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Clearstead Advisors’s Lamb Weston LW Stock Holding History

Clearstead Advisors’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 		$25K Buy
579
+502
+652% +$21.6K ﹤0.01% 1734
2026
Q1 		$3.25K Sell
77
-3,024
-98% -$135K ﹤0.01% 1800
2025
Q4 		$130K Buy
3,101
+229
+8% +$13.5K ﹤0.01% 1043
2025
Q3 		$167K Buy
2,872
+37
+1% +$2.02K ﹤0.01% 919
2025
Q2 		$147K Buy
2,835
+2,224
+364% +$119K ﹤0.01% 961
2025
Q1 		$32.6K Sell
611
-52
-8% -$2.94K ﹤0.01% 1281
2024
Q4 		$44.3K Sell
663
-2,610
-80% -$195K ﹤0.01% 1188
2024
Q3 		$212K Buy
3,273
+2,771
+552% +$183K ﹤0.01% 844
2024
Q2 		$42.2K Buy
+502
New +$42.8K ﹤0.01% 1205
2021
Q4 		– Sell
-305
Closed -$19K – 1369
2021
Q3 		$19K Buy
305
+287
+1,594% +$19.4K ﹤0.01% 830
2021
Q2 		$1K Buy
+18
New +$1.44K ﹤0.01% 1167
2021
Q1 		– Sell
-133
Closed -$10K – 1156
2020
Q4 		$10K Hold
133
– – ﹤0.01% 719
2020
Q3 		$9K Hold
133
– – ﹤0.01% 676
2020
Q2 		$9K Hold
133
– – ﹤0.01% 610
2020
Q1 		$8K Buy
+133
New +$10.9K ﹤0.01% 593

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

Clearstead Advisors's LW Position: Q2 2026 in Review

Clearstead Advisors increased its Lamb Weston (LW) stake by 652% in Q2 2026, buying an estimated $21.6K and bringing the position to 579 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Clearstead Advisors first reported a position in LW in Q1 2020 and has held it in 15 quarters since. The position peaked at $212K in Q3 2024. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Clearstead Advisors held 579 shares of Lamb Weston worth $25K as of Q2 2026.
  • Clearstead Advisors bought 502 Lamb Weston shares in Q2 2026, an estimated $21.6K.
  • Lamb Weston made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1734 holding.
  • Clearstead Advisors first reported a position in Lamb Weston in Q1 2020 and has held it in 15 quarters since.
  • Clearstead Advisors's Lamb Weston position peaked at $212K in Q3 2024.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.