EWA
LW icon

EP Wealth Advisors’s Lamb Weston LW Stock Holding History

EP Wealth Advisors’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
2025
Q1 		– Sell
-3,098
Closed -$207K – 1341
2024
Q4 		$207K Sell
3,098
-886
-22% -$66.1K ﹤0.01% 1060
2024
Q3 		$258K Sell
3,984
-53
-1% -$3.5K ﹤0.01% 923
2024
Q2 		$339K Buy
4,037
+239
+6% +$20.4K ﹤0.01% 620
2024
Q1 		$405K Buy
3,798
+523
+16% +$54.4K ﹤0.01% 564
2023
Q4 		$354K Buy
3,275
+473
+17% +$45.5K ﹤0.01% 572
2023
Q3 		$259K Buy
2,802
+652
+30% +$66.1K ﹤0.01% 590
2023
Q2 		$316K Sell
2,150
-21,388
-91% -$2.39M ﹤0.01% 552
2023
Q1 		$766K Buy
23,538
+20,880
+786% +$2.07M 0.01% 339
2022
Q4 		$237K Buy
+2,658
New +$226K ﹤0.01% 508
2021
Q2 		– Sell
-3,010
Closed -$233K – 544
2021
Q1 		$233K Buy
3,010
+14
+0.5% +$1.1K 0.01% 444
2020
Q4 		$236K Buy
+2,996
New +$218K 0.01% 381
2020
Q3 		– Sell
-3,736
Closed -$239K – 366
2020
Q2 		$239K Sell
3,736
-19
-0.5% -$1.15K 0.01% 340
2020
Q1 		$214K Sell
3,755
-187
-5% -$15.4K 0.01% 343
2019
Q4 		$339K Sell
3,942
-232
-6% -$18.7K 0.01% 317
2019
Q3 		$304K Sell
4,174
-516
-11% -$35.4K 0.02% 278
2019
Q2 		$297K Buy
+4,690
New +$309K 0.02% 240

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return