Creative Planning
LW icon

Creative Planning’s Lamb Weston LW Stock Holding History

Creative Planning’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 		$3.22M Buy
76,170
+20,804
+38% +$929K ﹤0.01% 1523
2025
Q4 		$2.32M Buy
55,366
+14,348
+35% +$844K ﹤0.01% 1609
2025
Q3 		$2.38M Sell
41,018
-6,780
-14% -$371K ﹤0.01% 1405
2025
Q2 		$2.48M Buy
47,798
+2,860
+6% +$153K ﹤0.01% 1168
2025
Q1 		$2.4M Sell
44,938
-14,280
-24% -$809K ﹤0.01% 1071
2024
Q4 		$3.96M Buy
59,218
+2,515
+4% +$188K ﹤0.01% 755
2024
Q3 		$3.67M Sell
56,703
-105,465
-65% -$6.96M ﹤0.01% 762
2024
Q2 		$13.6M Buy
162,168
+3,570
+2% +$305K 0.01% 340
2024
Q1 		$16.9M Sell
158,598
-8,614
-5% -$896K 0.02% 297
2023
Q4 		$18.1M Buy
167,212
+113,246
+210% +$10.9M 0.03% 258
2023
Q3 		$4.99M Sell
53,966
-2,690
-5% -$273K 0.01% 536
2023
Q2 		$6.51M Buy
56,656
+2,426
+4% +$271K 0.01% 445
2023
Q1 		$5.67M Sell
54,230
-3,343
-6% -$331K 0.01% 474
2022
Q4 		$5.14M Buy
57,573
+20,769
+56% +$1.77M 0.01% 490
2022
Q3 		$2.85M Sell
36,804
-753
-2% -$58.9K ﹤0.01% 584
2022
Q2 		$2.68M Buy
37,557
+720
+2% +$47.6K ﹤0.01% 614
2022
Q1 		$2.21M Buy
36,837
+8,478
+30% +$527K ﹤0.01% 684
2021
Q4 		$1.8M Buy
28,359
+273
+1% +$15.8K ﹤0.01% 719
2021
Q3 		$1.72M Buy
28,086
+1,632
+6% +$111K ﹤0.01% 729
2021
Q2 		$2.13M Sell
26,454
-5,729
-18% -$459K ﹤0.01% 656
2021
Q1 		$2.49M Sell
32,183
-887
-3% -$69.9K 0.01% 634
2020
Q4 		$2.6M Sell
33,070
-314
-0.9% -$22.9K 0.01% 570
2020
Q3 		$2.21M Buy
33,384
+3,940
+13% +$252K 0.01% 533
2020
Q2 		$1.88M Sell
29,444
-3,119
-10% -$188K 0.01% 517
2020
Q1 		$1.86M Sell
32,563
-1,195
-4% -$98.2K 0.01% 453
2019
Q4 		$2.9M Buy
33,758
+766
+2% +$61.7K 0.01% 405
2019
Q3 		$2.4M Sell
32,992
-4,517
-12% -$310K 0.01% 441
2019
Q2 		$2.38M Buy
37,509
+292
+0.8% +$19.3K 0.01% 449
2019
Q1 		$2.79M Sell
37,217
-578
-2% -$40.9K 0.01% 379
2018
Q4 		$2.78M Sell
37,795
-2,077
-5% -$159K 0.01% 355
2018
Q3 		$2.65M Buy
39,872
+42
+0.1% +$2.88K 0.01% 405
2018
Q2 		$2.73M Buy
39,830
+19
+0% +$1.24K 0.01% 398
2018
Q1 		$2.32M Buy
39,811
+9,039
+29% +$512K 0.01% 434
2017
Q4 		$1.74M Buy
30,772
+135
+0.4% +$7.11K 0.01% 501
2017
Q3 		$1.44M Sell
30,637
-233
-0.8% -$10.5K 0.01% 562
2017
Q2 		$1.36M Sell
30,870
-45,563
-60% -$2M 0.01% 561
2017
Q1 		$3.21M Buy
76,433
+36,065
+89% +$1.42M 0.02% 296
2016
Q4 		$1.53M Buy
+40,368
New +$1.38M 0.01% 483

Other funds holding LW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGC
Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return

Creative Planning's LW Position: Q1 2026 in Review

Creative Planning increased its Lamb Weston (LW) stake by 38% in Q1 2026, buying an estimated $929K and bringing the position to 76,170 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Creative Planning first reported a position in LW in Q4 2016 and has held it in 38 quarters since. The position peaked at $18.1M in Q4 2023. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Creative Planning held 76,170 shares of Lamb Weston worth $3.22M as of Q1 2026.
  • Creative Planning bought 20,804 Lamb Weston shares in Q1 2026, an estimated $929K.
  • Lamb Weston made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1523 holding.
  • Creative Planning first reported a position in Lamb Weston in Q4 2016 and has held it in 38 quarters since.
  • Creative Planning's Lamb Weston position peaked at $18.1M in Q4 2023.
  • 561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.