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Dmitry Balyasny’s Lamb Weston LW Stock Holding History

Dmitry Balyasny’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 		$203K Sell
4,700
-132,100
-97% -$5.7M ﹤0.01% 2822
2026
Q1 		$5.78M Buy
+136,800
New +$6.11M 0.01% 1302
2025
Q1 		– Sell
-40,000
Closed -$2.67M – 3085
2024
Q4 		$2.67M Buy
+40,000
New +$2.98M ﹤0.01% 1559
2023
Q2 		– Sell
-20,000
Closed -$2.09M – 2570
2023
Q1 		$2.09M Buy
+20,000
New +$1.98M 0.01% 1440

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

Dmitry Balyasny's LW Position: Q2 2026 in Review

Dmitry Balyasny sold out of Lamb Weston (LW) in Q2 2026, closing a stake of 5,265 shares — an estimated $227K sold.

Dmitry Balyasny first reported a position in LW in Q4 2016 and held it in 30 quarters. The position peaked at $104M in Q1 2023. 554 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Dmitry Balyasny reported no remaining Lamb Weston position as of Q2 2026 after selling out during the quarter.
  • Dmitry Balyasny sold 5,265 Lamb Weston shares in Q2 2026, an estimated $227K.
  • Dmitry Balyasny first reported a position in Lamb Weston in Q4 2016 and held it in 30 quarters.
  • Dmitry Balyasny's Lamb Weston position peaked at $104M in Q1 2023.
  • 554 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.