EWM
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Evermay Wealth Management’s Lamb Weston LW Stock Holding History

Evermay Wealth 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
2026
Q2 		$1.43K Buy
+33
New +$1.42K ﹤0.01% 601
2021
Q3 		– Sell
-140
Closed -$11K – 500
2021
Q2 		$11K Buy
+140
New +$11.2K ﹤0.01% 404

Other funds holding LW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SV
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evermay Wealth Management's LW Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in Lamb Weston (LW) in Q2 2026: 33 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in LW as recently as Q2 2021.

Evermay Wealth Management first reported a position in LW in Q2 2021 and has held it in 2 quarters since. The position peaked at $11K in Q2 2021. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Evermay Wealth Management held 33 shares of Lamb Weston worth $1.43K as of Q2 2026.
  • Lamb Weston was a new Evermay Wealth Management position in Q2 2026.
  • Lamb Weston made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #601 holding.
  • Evermay Wealth Management first reported a position in Lamb Weston in Q2 2021 and has held it in 2 quarters since.
  • Evermay Wealth Management's Lamb Weston position peaked at $11K in Q2 2021.
  • 558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.