CoreCap Advisors’s Lamb Weston LW Stock Holding History

CoreCap 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 Q3	$7.38K	Hold	177	–	–	﹤0.01%	2153
2026 Q2	$7.64K	Sell	177 -4	-2%	-$173	﹤0.01%	2164
2026 Q1	$7.65K	Buy	181 +4	+2%	+$179	﹤0.01%	2049
2025 Q4	$7.42K	Hold	177	–	–	﹤0.01%	2075
2025 Q3	$10.3K	Hold	177	–	–	﹤0.01%	1923
2025 Q2	$9.18K	Hold	177	–	–	﹤0.01%	1900
2025 Q1	$9.43K	Hold	177	–	–	﹤0.01%	1837
2024 Q4	$11.8K	Sell	177 -583	-77%	-$43.5K	﹤0.01%	1713
2024 Q3	$49.2K	Buy	+760	New	+$50.2K	﹤0.01%	1193
2024 Q2	–	Sell	-1,235	Closed	-$132K	–	2192
2024 Q1	$132K	Buy	+1,235	New	+$129K	0.01%	751
2022 Q4	$116K	Buy	+1,298	New	+$110K	0.01%	680
2022 Q3	–	Sell	-493	Closed	-$35K	–	1416
2022 Q2	$35K	Buy	+493	New	+$32.6K	﹤0.01%	1057
2022 Q1	–	Sell	-502	Closed	-$32K	–	1415
2021 Q4	$32K	Buy	+502	New	+$29K	﹤0.01%	1150

Other funds holding LW

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CoreCap Advisors's LW Position: Q3 2026 in Review

CoreCap Advisors held its Lamb Weston (LW) position steady in Q3 2026 at 177 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

CoreCap Advisors first reported a position in LW in Q4 2021 and has held it in 13 quarters since. The position peaked at $132K in Q1 2024. 28 funds tracked by Wall St. Rank hold LW as of Q3 2026.

CoreCap Advisors held 177 shares of Lamb Weston worth $7.38K as of Q3 2026.
CoreCap Advisors left its Lamb Weston share count unchanged in Q3 2026.
Lamb Weston made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2153 holding.
CoreCap Advisors first reported a position in Lamb Weston in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Lamb Weston position peaked at $132K in Q1 2024.
28 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.