EWP
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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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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

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. 174 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.
  • 174 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.