DLA
LW icon

Douglas Lane & Associates’s Lamb Weston LW Stock Holding History

Douglas Lane & Associates’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 		$72.6M Buy
1,682,355
+251,726
+18% +$10.9M 0.99% 31
2026
Q1 		$60.5M Buy
1,430,629
+216,745
+18% +$9.67M 0.87% 43
2025
Q4 		$50.8M Sell
1,213,884
-65,461
-5% -$3.85M 0.7% 58
2025
Q3 		$74.3M Buy
1,279,345
+212,504
+20% +$11.6M 1.04% 30
2025
Q2 		$55.3M Sell
1,066,841
-74
-0% -$3.96K 0.8% 45
2025
Q1 		$56.9M Buy
1,066,915
+45,735
+4% +$2.59M 0.84% 48
2024
Q4 		$68.2M Sell
1,021,180
-88,195
-8% -$6.58M 0.96% 35
2024
Q3 		$71.8M Buy
1,109,375
+269,209
+32% +$17.8M 0.99% 37
2024
Q2 		$70.6M Buy
840,166
+204,384
+32% +$17.4M 1% 35
2024
Q1 		$67.7M Buy
635,782
+65,555
+11% +$6.82M 0.96% 42
2023
Q4 		$61.6M Buy
570,227
+228,726
+67% +$22M 0.95% 44
2023
Q3 		$31.6M Buy
341,501
+109,793
+47% +$11.1M 0.53% 72
2023
Q2 		$26.6M Sell
231,708
-34,162
-13% -$3.81M 0.43% 83
2023
Q1 		$27.8M Sell
265,870
-12,786
-5% -$1.26M 0.46% 79
2022
Q4 		$24.9M Sell
278,656
-8,613
-3% -$733K 0.42% 87
2022
Q3 		$22.2M Sell
287,269
-1,400
-0.5% -$109K 0.41% 89
2022
Q2 		$20.6M Buy
288,669
+78,116
+37% +$5.16M 0.35% 94
2022
Q1 		$12.6M Buy
210,553
+202,536
+2,526% +$12.6M 0.18% 108
2021
Q4 		$508K Buy
+8,017
New +$463K 0.01% 181

Other funds holding LW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 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
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return