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

Evolution 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
Q1 		$5.03K Hold
119
– – ﹤0.01% 628
2025
Q4 		$4.99K Buy
119
+53
+80% +$3.12K ﹤0.01% 548
2025
Q3 		$3.83K Hold
66
– – ﹤0.01% 463
2025
Q2 		$3.42K Buy
+66
New +$3.53K ﹤0.01% 483

Other funds holding LW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGC
Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return

Evolution Wealth Management's LW Position: Q1 2026 in Review

Evolution Wealth Management held its Lamb Weston (LW) position steady in Q1 2026 at 119 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Evolution Wealth Management first reported a position in LW in Q2 2025 and has held it in 4 quarters since. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Evolution Wealth Management held 119 shares of Lamb Weston worth $5.03K as of Q1 2026.
  • Evolution Wealth Management left its Lamb Weston share count unchanged in Q1 2026.
  • Lamb Weston made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #628 holding.
  • Evolution Wealth Management first reported a position in Lamb Weston in Q2 2025 and has held it in 4 quarters since.
  • 561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.