DIA
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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
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 $5.7T 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 $1.47T 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