EWP
LW icon

Elevation Wealth Partners’s Lamb Weston LW Stock Holding History

Elevation Wealth Partners’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 		$918 Hold
22
– – ﹤0.01% 1304
2026
Q2 		$950 Buy
22
+14
+175% +$604 ﹤0.01% 1259
2026
Q1 		$339 Sell
8
-43
-84% -$1.92K ﹤0.01% 1053
2025
Q4 		$2.14K Buy
+51
New +$3K ﹤0.01% 782
2024
Q3 		– Sell
-1,078
Closed -$90.6K – 521
2024
Q2 		$90.6K Hold
1,078
– – 0.04% 170
2024
Q1 		$115K Sell
1,078
-113
-9% -$11.8K 0.06% 144
2023
Q4 		$110K Buy
+1,191
New +$115K 0.07% 142

Other funds holding LW

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners's LW Position: Q3 2026 in Review

Elevation Wealth Partners held its Lamb Weston (LW) position steady in Q3 2026 at 22 shares worth $918. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Elevation Wealth Partners first reported a position in LW in Q4 2023 and has held it in 7 quarters since. The position peaked at $115K in Q1 2024. 28 funds tracked by Wall St. Rank hold LW as of Q3 2026.

  • Elevation Wealth Partners held 22 shares of Lamb Weston worth $918 as of Q3 2026.
  • Elevation Wealth Partners left its Lamb Weston share count unchanged in Q3 2026.
  • Lamb Weston made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1304 holding.
  • Elevation Wealth Partners first reported a position in Lamb Weston in Q4 2023 and has held it in 7 quarters since.
  • Elevation Wealth Partners's Lamb Weston position peaked at $115K in Q1 2024.
  • 28 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.