Envestnet Portfolio Solutions’s Lamb Weston LW Stock Holding History

Envestnet Portfolio Solutions’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 Q1	–	Sell	-7,315	Closed	-$306K	–	1420
2025 Q4	$306K	Buy	7,315 +391	+6%	+$23K	﹤0.01%	1269
2025 Q3	$402K	Sell	6,924 -12,712	-65%	-$695K	﹤0.01%	1114
2025 Q2	$1.02M	Sell	19,636 -45,600	-70%	-$2.44M	﹤0.01%	787
2025 Q1	$3.48M	Buy	65,236 +9,296	+17%	+$526K	0.01%	450
2024 Q4	$3.74M	Buy	55,940 +42,740	+324%	+$3.19M	0.01%	471
2024 Q3	$855K	Sell	13,200 -3,971	-23%	-$262K	﹤0.01%	951
2024 Q2	$1.44M	Sell	17,171 -5,309	-24%	-$453K	0.01%	738
2024 Q1	$2.39M	Buy	22,480 +1,885	+9%	+$196K	0.01%	576
2023 Q4	$2.23M	Buy	20,595 +7,716	+60%	+$743K	0.01%	566
2023 Q3	$1.19M	Buy	+12,879	New	+$1.31M	0.01%	707

Other funds holding LW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CGC

Continental Grain Company New York $448M AUM 6.81% 1-Year Est. Return

Envestnet Portfolio Solutions's LW Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Lamb Weston (LW) in Q1 2026, closing a stake of 7,315 shares — an estimated $306K sold.

Envestnet Portfolio Solutions first reported a position in LW in Q3 2023 and held it in 10 quarters. The position peaked at $3.74M in Q4 2024. 564 funds tracked by Wall St. Rank hold LW as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Lamb Weston position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 7,315 Lamb Weston shares in Q1 2026, an estimated $306K.
Envestnet Portfolio Solutions first reported a position in Lamb Weston in Q3 2023 and held it in 10 quarters.
Envestnet Portfolio Solutions's Lamb Weston position peaked at $3.74M in Q4 2024.
564 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.