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Coppell Advisory Solutions’s Lamb Weston LW Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-128
Closed -$8.32K – 1204
2024
Q4 		$8.32K Buy
+128
New +$9.55K ﹤0.01% 1172
2024
Q3 		– Sell
-400
Closed -$33.6K – 1925
2024
Q2 		$33.6K Buy
+400
New +$34.1K 0.01% 603
2023
Q4 		$32.4K Buy
+300
New +$28.9K 0.01% 597

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Coppell Advisory Solutions's LW Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 128 shares — an estimated $8.32K sold.

Coppell Advisory Solutions first reported a position in LW in Q4 2023 and held it in 3 quarters. The position peaked at $33.6K in Q2 2024. 634 funds tracked by Wall St. Rank hold LW as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 128 Lamb Weston shares in Q1 2025, an estimated $8.32K.
  • Coppell Advisory Solutions first reported a position in Lamb Weston in Q4 2023 and held it in 3 quarters.
  • Coppell Advisory Solutions's Lamb Weston position peaked at $33.6K in Q2 2024.
  • 634 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.