Colonial Trust Advisors’s Lamb Weston LW Stock Holding History

Colonial Trust 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 Q1	$1.23K	Sell	29 -87	-75%	-$3.88K	﹤0.01%	676
2025 Q4	$4.86K	Hold	116	–	–	﹤0.01%	582
2025 Q3	$6.74K	Sell	116 -217	-65%	-$11.9K	﹤0.01%	544
2025 Q2	$17.3K	Hold	333	–	–	﹤0.01%	458
2025 Q1	$17.7K	Hold	333	–	–	﹤0.01%	443
2024 Q4	$22.3K	Hold	333	–	–	﹤0.01%	399
2024 Q3	$21.6K	Hold	333	–	–	﹤0.01%	438
2024 Q2	$28K	Sell	333 -3	-0.9%	-$256	﹤0.01%	381
2024 Q1	$35.8K	Sell	336 -23	-6%	-$2.39K	﹤0.01%	374
2023 Q4	$38.8K	Sell	359 -166	-32%	-$16K	﹤0.01%	344
2023 Q3	$48.5K	Sell	525 -3	-0.6%	-$304	0.01%	330
2023 Q2	$60.7K	Sell	528 -1	-0.2%	-$112	0.01%	314
2023 Q1	$55.3K	Sell	529 -70	-12%	-$6.92K	0.01%	319
2022 Q4	$53.5K	Buy	+599	New	+$51K	0.01%	325
2017 Q1	–	Sell	-6,013	Closed	-$228K	–	127
2016 Q4	$228K	Buy	+6,013	New	+$205K	0.07%	123

Other funds holding LW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

JPM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CGC

Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return

Colonial Trust Advisors's LW Position: Q1 2026 in Review

Colonial Trust Advisors reduced its Lamb Weston (LW) stake by 75% in Q1 2026, selling an estimated $3.88K and leaving 29 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Colonial Trust Advisors first reported a position in LW in Q4 2016 and has held it in 15 quarters since. The position peaked at $228K in Q4 2016. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.

Colonial Trust Advisors held 29 shares of Lamb Weston worth $1.23K as of Q1 2026.
Colonial Trust Advisors sold 87 Lamb Weston shares in Q1 2026, an estimated $3.88K.
Lamb Weston made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #676 holding.
Colonial Trust Advisors first reported a position in Lamb Weston in Q4 2016 and has held it in 15 quarters since.
Colonial Trust Advisors's Lamb Weston position peaked at $228K in Q4 2016.
561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.