Everence Capital Management’s Lamb Weston LW Stock Holding History

Everence Capital Management’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 Q4	–	Sell	-3,959	Closed	-$230K	–	817
2025 Q3	$230K	Sell	3,959 -1,781	-31%	-$97.3K	0.01%	716
2025 Q2	$298K	Sell	5,740 -2,370	-29%	-$127K	0.02%	586
2025 Q1	$432K	Buy	8,110 +2,550	+46%	+$144K	0.03%	407
2024 Q4	$372K	Buy	+5,560	New	+$415K	0.02%	482
2023 Q4	–	Sell	-7,880	Closed	-$729	–	775
2023 Q3	$729	Buy	7,880 +3,980	+102%	+$404K	0.06%	276
2023 Q2	$434K	Hold	3,900	–	–	0.04%	393
2023 Q1	$408	Hold	3,900	–	–	0.03%	422
2022 Q4	$349	Buy	+3,900	New	+$332K	0.03%	486
2020 Q4	–	Sell	-5,200	Closed	-$345K	–	721
2020 Q3	$345K	Hold	5,200	–	–	0.04%	420
2020 Q2	$312K	Buy	+5,200	New	+$314K	0.04%	443

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Everence Capital Management's LW Position: Q4 2025 in Review

Everence Capital Management sold out of Lamb Weston (LW) in Q4 2025, closing a stake of 3,959 shares — an estimated $230K sold.

Everence Capital Management first reported a position in LW in Q2 2020 and held it in 10 quarters. The position peaked at $434K in Q2 2023. 625 funds tracked by Wall St. Rank hold LW as of Q4 2025.

Everence Capital Management reported no remaining Lamb Weston position as of Q4 2025 after selling out during the quarter.
Everence Capital Management sold 3,959 Lamb Weston shares in Q4 2025, an estimated $230K.
Everence Capital Management first reported a position in Lamb Weston in Q2 2020 and held it in 10 quarters.
Everence Capital Management's Lamb Weston position peaked at $434K in Q2 2023.
625 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2025.

Based on Everence Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.