Concord Wealth Partners’s Lamb Weston LW Stock Holding History

Concord Wealth 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 Q1	–	Sell	-78	Closed	-$3.26K	–	548
2025 Q4	$3.26K	Buy	78 +1	+1%	+$59	﹤0.01%	667
2025 Q3	$4.5K	Hold	77	–	–	﹤0.01%	639
2025 Q2	$3.99K	Buy	77 +1	+1%	+$54	﹤0.01%	661
2025 Q1	$4.07K	Hold	76	–	–	﹤0.01%	613
2024 Q4	$5.07K	Buy	76 +1	+1%	+$75	﹤0.01%	600
2024 Q3	$4.89K	Hold	75	–	–	﹤0.01%	634
2024 Q2	$6.31K	Hold	75	–	–	﹤0.01%	553
2024 Q1	$7.96K	Buy	75 +1	+1%	+$104	﹤0.01%	593
2023 Q4	$8.05K	Hold	74	–	–	﹤0.01%	587
2023 Q3	$6.87K	Hold	74	–	–	﹤0.01%	675
2023 Q2	$8.51K	Hold	74	–	–	﹤0.01%	629
2023 Q1	$7.72K	Hold	74	–	–	﹤0.01%	623
2022 Q4	$6.58K	Buy	+74	New	+$6.3K	﹤0.01%	705
2022 Q3	–	Sell	-73	Closed	-$5K	–	711
2022 Q2	$5K	Hold	73	–	–	﹤0.01%	825
2022 Q1	$4K	Hold	73	–	–	﹤0.01%	972
2021 Q4	$5K	Buy	+73	New	+$4.21K	﹤0.01%	951

Other funds holding LW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Concord Wealth Partners's LW Position: Q1 2026 in Review

Concord Wealth Partners sold out of Lamb Weston (LW) in Q1 2026, closing a stake of 78 shares — an estimated $3.26K sold.

Concord Wealth Partners first reported a position in LW in Q4 2021 and held it in 16 quarters. The position peaked at $8.51K in Q2 2023. 564 funds tracked by Wall St. Rank hold LW as of Q1 2026.

Concord Wealth Partners reported no remaining Lamb Weston position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 78 Lamb Weston shares in Q1 2026, an estimated $3.26K.
Concord Wealth Partners first reported a position in Lamb Weston in Q4 2021 and held it in 16 quarters.
Concord Wealth Partners's Lamb Weston position peaked at $8.51K in Q2 2023.
564 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.