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Concurrent Investment Advisors’s Lamb Weston LW Stock Holding History

Concurrent Investment 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 		$270K Sell
6,262
-1,267
-17% -$54.6K ﹤0.01% 1753
2026
Q1 		$318K Sell
7,529
-20
-0.3% -$893 ﹤0.01% 1464
2025
Q4 		$316K Buy
7,549
+2,341
+45% +$138K ﹤0.01% 1362
2025
Q3 		$302K Sell
5,208
-824
-14% -$45K 0.01% 1148
2025
Q2 		$313K Buy
6,032
+48
+0.8% +$2.57K 0.01% 1048
2025
Q1 		$319K Buy
5,984
+230
+4% +$13K 0.01% 897
2024
Q4 		$385K Sell
5,754
-369
-6% -$27.5K 0.01% 750
2024
Q3 		$396K Sell
6,123
-1,754
-22% -$116K 0.01% 683
2024
Q2 		$662K Buy
7,877
+5,280
+203% +$450K 0.02% 523
2024
Q1 		$277K Buy
2,597
+555
+27% +$57.8K 0.01% 694
2023
Q4 		$221K Buy
+2,042
New +$197K 0.01% 741

Other funds holding LW

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Concurrent Investment Advisors's LW Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Lamb Weston (LW) stake by 17% in Q2 2026, selling an estimated $54.6K and leaving 6,262 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

Concurrent Investment Advisors first reported a position in LW in Q4 2023 and has held it in 11 quarters since. The position peaked at $662K in Q2 2024. 137 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Concurrent Investment Advisors held 6,262 shares of Lamb Weston worth $270K as of Q2 2026.
  • Concurrent Investment Advisors sold 1,267 Lamb Weston shares in Q2 2026, an estimated $54.6K.
  • Lamb Weston made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1753 holding.
  • Concurrent Investment Advisors first reported a position in Lamb Weston in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Lamb Weston position peaked at $662K in Q2 2024.
  • 137 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.