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Compass Financial Services’s Lamb Weston LW Stock Holding History

Compass Financial Services’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 		– Sell
-79
Closed -$3.32K – 167
2025
Q4 		$3.32K Hold
79
– – ﹤0.01% 244
2025
Q3 		$4.6K Hold
79
– – ﹤0.01% 242
2025
Q2 		$4.08K Buy
79
+1
+1% +$54 ﹤0.01% 249
2025
Q1 		$4.16K Hold
78
– – ﹤0.01% 242
2024
Q4 		$5.18K Buy
+78
New +$5.82K ﹤0.01% 162

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CGC
Continental Grain Company New York $448M AUM 6.81% 1-Year Est. Return

Compass Financial Services's LW Position: Q1 2026 in Review

Compass Financial Services sold out of Lamb Weston (LW) in Q1 2026, closing a stake of 79 shares — an estimated $3.32K sold.

Compass Financial Services first reported a position in LW in Q4 2024 and held it in 5 quarters. The position peaked at $5.18K in Q4 2024. 567 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Compass Financial Services reported no remaining Lamb Weston position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 79 Lamb Weston shares in Q1 2026, an estimated $3.32K.
  • Compass Financial Services first reported a position in Lamb Weston in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Lamb Weston position peaked at $5.18K in Q4 2024.
  • 567 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.