CX Institutional
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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
Q3 		$1.45M Buy
34,674
+21,476
+163% +$1.07M 0.04% 297
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

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CX Institutional's LW Position: Q3 2026 in Review

CX Institutional increased its Lamb Weston (LW) stake by 163% in Q3 2026, buying an estimated $1.07M and bringing the position to 34,674 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #297.

CX Institutional first reported a position in LW in Q1 2019 and has held it in 19 quarters since. 92 funds tracked by Wall St. Rank hold LW as of Q3 2026.

  • CX Institutional held 34,674 shares of Lamb Weston worth $1.45M as of Q3 2026.
  • CX Institutional bought 21,476 Lamb Weston shares in Q3 2026, an estimated $1.07M.
  • Lamb Weston made up 0.04% of CX Institutional's portfolio in Q3 2026, its #297 holding.
  • CX Institutional first reported a position in Lamb Weston in Q1 2019 and has held it in 19 quarters since.
  • 92 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.