CT
LW icon

Clearstead Trust’s Lamb Weston LW Stock Holding History

Clearstead Trust’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 		$5.18K Buy
120
+58
+94% +$2.5K ﹤0.01% 769
2026
Q1 		$2.62K Buy
+62
New +$2.77K ﹤0.01% 851
2025
Q4 		– Sell
-54
Closed -$3.14K – 1305
2025
Q3 		$3.14K Buy
54
+16
+42% +$874 ﹤0.01% 869
2025
Q2 		$1.97K Buy
38
+5
+15% +$268 ﹤0.01% 962
2025
Q1 		$1.76K Buy
+33
New +$1.87K ﹤0.01% 782

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 Trust's LW Position: Q2 2026 in Review

Clearstead Trust increased its Lamb Weston (LW) stake by 94% in Q2 2026, buying an estimated $2.5K and bringing the position to 120 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Clearstead Trust first reported a position in LW in Q1 2025 and has held it in 5 quarters since. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Clearstead Trust held 120 shares of Lamb Weston worth $5.18K as of Q2 2026.
  • Clearstead Trust bought 58 Lamb Weston shares in Q2 2026, an estimated $2.5K.
  • Lamb Weston made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #769 holding.
  • Clearstead Trust first reported a position in Lamb Weston in Q1 2025 and has held it in 5 quarters since.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

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