EWA
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EverSource Wealth Advisors’s Lamb Weston LW Stock Holding History

EverSource 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
2026
Q2 		$278K Sell
6,444
-569
-8% -$24.5K 0.01% 840
2026
Q1 		$296K Buy
7,013
+3,255
+87% +$145K 0.01% 854
2025
Q4 		$157K Buy
3,758
+40
+1% +$2.35K 0.01% 1074
2025
Q3 		$216K Buy
3,718
+228
+7% +$12.5K 0.01% 869
2025
Q2 		$181K Buy
3,490
+567
+19% +$30.4K 0.01% 903
2025
Q1 		$156K Buy
2,923
+305
+12% +$17.3K 0.01% 755
2024
Q4 		$175K Sell
2,618
-90
-3% -$6.71K 0.01% 702
2024
Q3 		$175K Sell
2,708
-57
-2% -$3.76K 0.01% 604
2024
Q2 		$166K Buy
2,765
+392
+17% +$33.4K 0.01% 622
2024
Q1 		$198K Sell
2,373
-39
-2% -$4.06K 0.02% 493
2023
Q4 		$261K Buy
2,412
+41
+2% +$3.95K 0.02% 375
2023
Q3 		$219K Buy
2,371
+6
+0.3% +$608 0.02% 381
2023
Q2 		$272K Sell
2,365
-6
-0.3% -$669 0.03% 334
2023
Q1 		$248K Hold
2,371
– – 0.03% 338
2022
Q4 		$212K Hold
2,371
– – 0.03% 347
2022
Q3 		$184K Buy
2,371
+16
+0.7% +$1.25K 0.04% 311
2022
Q2 		$169K Hold
2,355
– – 0.04% 283
2022
Q1 		$140K Buy
2,355
+165
+8% +$10.3K 0.04% 293
2021
Q4 		$139K Buy
+2,190
New +$126K 0.04% 268

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

EverSource Wealth Advisors's LW Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Lamb Weston (LW) stake by 8.1% in Q2 2026, selling an estimated $24.5K and leaving 6,444 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #840.

EverSource Wealth Advisors first reported a position in LW in Q4 2021 and has held it in 19 quarters since. The position peaked at $296K in Q1 2026. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • EverSource Wealth Advisors held 6,444 shares of Lamb Weston worth $278K as of Q2 2026.
  • EverSource Wealth Advisors sold 569 Lamb Weston shares in Q2 2026, an estimated $24.5K.
  • Lamb Weston made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #840 holding.
  • EverSource Wealth Advisors first reported a position in Lamb Weston in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Lamb Weston position peaked at $296K in Q1 2026.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.