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 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 $7.37B AUM 21.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

Elevation Wealth Partners's LW Position: Q2 2026 in Review

Elevation Wealth Partners increased its Lamb Weston (LW) stake by 175% in Q2 2026, buying an estimated $604 and bringing the position to 22 shares worth $950. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Elevation Wealth Partners first reported a position in LW in Q4 2023 and has held it in 6 quarters since. The position peaked at $115K in Q1 2024. 167 funds tracked by Wall St. Rank hold LW as of Q2 2026.

Elevation Wealth Partners held 22 shares of Lamb Weston worth $950 as of Q2 2026.
Elevation Wealth Partners bought 14 Lamb Weston shares in Q2 2026, an estimated $604.
Lamb Weston made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1259 holding.
Elevation Wealth Partners first reported a position in Lamb Weston in Q4 2023 and has held it in 6 quarters since.
Elevation Wealth Partners's Lamb Weston position peaked at $115K in Q1 2024.
167 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.