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Dana Investment Advisors’s Lamb Weston LW Stock Holding History

Dana Investment 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
Q2 		$3.82M Sell
88,504
-559
-0.6% -$24.1K 0.1% 237
2026
Q1 		$3.76M Sell
89,063
-928
-1% -$41.4K 0.11% 216
2025
Q4 		$3.77M Buy
89,991
+27,835
+45% +$1.64M 0.11% 207
2025
Q3 		$3.61M Buy
62,156
+4,326
+7% +$236K 0.11% 212
2025
Q2 		$3M Buy
+57,830
New +$3.1M 0.1% 223
2021
Q4 		– Sell
-9,610
Closed -$590K – 343
2021
Q3 		$590K Sell
9,610
-271
-3% -$18.3K 0.03% 237
2021
Q2 		$797K Sell
9,881
-5,008
-34% -$401K 0.04% 220
2021
Q1 		$1.15M Buy
+14,889
New +$1.17M 0.05% 202

Other funds holding LW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dana Investment Advisors's LW Position: Q2 2026 in Review

Dana Investment Advisors reduced its Lamb Weston (LW) stake by 0.63% in Q2 2026, selling an estimated $24.1K and leaving 88,504 shares worth $3.82M. The position accounts for 0.1% of the portfolio, ranked #237.

Dana Investment Advisors first reported a position in LW in Q1 2021 and has held it in 8 quarters since. 556 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Dana Investment Advisors held 88,504 shares of Lamb Weston worth $3.82M as of Q2 2026.
  • Dana Investment Advisors sold 559 Lamb Weston shares in Q2 2026, an estimated $24.1K.
  • Lamb Weston made up 0.1% of Dana Investment Advisors's portfolio in Q2 2026, its #237 holding.
  • Dana Investment Advisors first reported a position in Lamb Weston in Q1 2021 and has held it in 8 quarters since.
  • 556 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.