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Congress Asset Management’s Lamb Weston LW Stock Holding History

Congress Asset Management’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
2024
Q4 		– Sell
-5,190
Closed -$336K – 395
2024
Q3 		$336K Sell
5,190
-50
-1% -$3.3K ﹤0.01% 340
2024
Q2 		$441K Hold
5,240
– – ﹤0.01% 332
2024
Q1 		$558K Hold
5,240
– – ﹤0.01% 320
2023
Q4 		$566K Hold
5,240
– – ﹤0.01% 336
2023
Q3 		$484K Sell
5,240
-2,000
-28% -$203K ﹤0.01% 339
2023
Q2 		$832K Hold
7,240
– – 0.01% 314
2023
Q1 		$757K Sell
7,240
-126
-2% -$12.5K 0.01% 313
2022
Q4 		$658K Buy
7,366
+55
+0.8% +$4.68K 0.01% 325
2022
Q3 		$566K Buy
7,311
+50
+0.7% +$3.91K 0.01% 321
2022
Q2 		$519K Hold
7,261
– – 0.01% 333
2022
Q1 		$435K Sell
7,261
-1,162
-14% -$72.2K ﹤0.01% 337
2021
Q4 		$534K Sell
8,423
-185,669
-96% -$10.7M ﹤0.01% 335
2021
Q3 		$11.9M Buy
194,092
+24,187
+14% +$1.64M 0.09% 133
2021
Q2 		$13.7M Sell
169,905
-402,725
-70% -$32.3M 0.11% 99
2021
Q1 		$44.4M Sell
572,630
-768,662
-57% -$60.6M 0.4% 78
2020
Q4 		$106M Buy
1,341,292
+21,004
+2% +$1.53M 0.99% 46
2020
Q3 		$87.5M Sell
1,320,288
-69,855
-5% -$4.47M 0.95% 51
2020
Q2 		$88.9M Buy
1,390,143
+39,706
+3% +$2.4M 1.06% 41
2020
Q1 		$77.1M Sell
1,350,437
-60,744
-4% -$4.99M 1.17% 35
2019
Q4 		$121M Sell
1,411,181
-42,224
-3% -$3.4M 1.48% 5
2019
Q3 		$106M Buy
1,453,405
+108,333
+8% +$7.43M 1.36% 12
2019
Q2 		$85.2M Buy
1,345,072
+504
+0% +$33.2K 1.08% 39
2019
Q1 		$101M Sell
1,344,568
-80,557
-6% -$5.7M 1.32% 20
2018
Q4 		$105M Sell
1,425,125
-44,432
-3% -$3.4M 1.58% 2
2018
Q3 		$97.9M Buy
1,469,557
+5,376
+0.4% +$369K 1.27% 19
2018
Q2 		$100M Buy
1,464,181
+87,923
+6% +$5.75M 1.38% 12
2018
Q1 		$80.1M Buy
+1,376,258
New +$77.9M 1.13% 40

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Congress Asset Management's LW Position: Q4 2024 in Review

Congress Asset Management sold out of Lamb Weston (LW) in Q4 2024, closing a stake of 5,190 shares — an estimated $336K sold.

Congress Asset Management first reported a position in LW in Q1 2018 and held it in 27 quarters. The position peaked at $121M in Q4 2019. 701 funds tracked by Wall St. Rank hold LW as of Q4 2024.

  • Congress Asset Management reported no remaining Lamb Weston position as of Q4 2024 after selling out during the quarter.
  • Congress Asset Management sold 5,190 Lamb Weston shares in Q4 2024, an estimated $336K.
  • Congress Asset Management first reported a position in Lamb Weston in Q1 2018 and held it in 27 quarters.
  • Congress Asset Management's Lamb Weston position peaked at $121M in Q4 2019.
  • 701 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on Congress Asset Management's 13F filing for Q4 2024, filed 30 Jan 2025.