CI
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CX Institutional’s Lamb Weston LW Stock Holding History

CX Institutional’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 		$570K Buy
13,198
+6,158
+87% +$266K 0.02% 440
2026
Q1 		$297K Buy
7,040
+6,072
+627% +$271K 0.01% 610
2025
Q4 		$41K Buy
968
+543
+128% +$32K ﹤0.01% 1004
2025
Q3 		$25K Sell
425
-740
-64% -$40.4K ﹤0.01% 1058
2025
Q2 		$60K Buy
1,165
+260
+29% +$13.9K ﹤0.01% 831
2025
Q1 		$48K Buy
+905
New +$51.3K ﹤0.01% 843
2022
Q3 		– Sell
-398
Closed -$28K – 859
2022
Q2 		$28K Buy
+398
New +$26.3K ﹤0.01% 779
2021
Q4 		– Sell
-108
Closed -$7K – 681
2021
Q3 		$7K Sell
108
-165
-60% -$11.2K ﹤0.01% 857
2021
Q2 		$22K Buy
273
+71
+35% +$5.69K ﹤0.01% 719
2021
Q1 		$16K Buy
202
+42
+26% +$3.31K ﹤0.01% 708
2020
Q4 		$13K Buy
160
+12
+8% +$874 ﹤0.01% 691
2020
Q3 		$10K Buy
148
+91
+160% +$5.83K ﹤0.01% 672
2020
Q2 		$4K Buy
57
+40
+235% +$2.42K ﹤0.01% 688
2020
Q1 		$1K Sell
17
-20
-54% -$1.64K ﹤0.01% 733
2019
Q4 		$3K Hold
37
– – ﹤0.01% 637
2019
Q3 		$3K Sell
37
-6
-14% -$412 ﹤0.01% 680
2019
Q2 		$3K Buy
43
+28
+187% +$1.85K ﹤0.01% 701
2019
Q1 		$1K Buy
+15
New +$1.06K ﹤0.01% 756

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
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 $5.7B AUM 35.76% 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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CX Institutional's LW Position: Q2 2026 in Review

CX Institutional increased its Lamb Weston (LW) stake by 87% in Q2 2026, buying an estimated $266K and bringing the position to 13,198 shares worth $570K. The position accounts for 0.02% of the portfolio, ranked #440.

CX Institutional first reported a position in LW in Q1 2019 and has held it in 18 quarters since. 78 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • CX Institutional held 13,198 shares of Lamb Weston worth $570K as of Q2 2026.
  • CX Institutional bought 6,158 Lamb Weston shares in Q2 2026, an estimated $266K.
  • Lamb Weston made up 0.02% of CX Institutional's portfolio in Q2 2026, its #440 holding.
  • CX Institutional first reported a position in Lamb Weston in Q1 2019 and has held it in 18 quarters since.
  • 78 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.