EEL
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Expect Equity LLC’s Lamb Weston LW Stock Holding History

Expect Equity LLC’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 		$1.81M Hold
42,940
– – 1.74% 32
2025
Q4 		$1.8M Hold
42,940
– – 1.74% 27
2025
Q3 		$2.49M Hold
42,940
– – 2.44% 16
2025
Q2 		$2.23M Hold
42,940
– – 2.38% 21
2025
Q1 		$2.29M Hold
42,940
– – 2.58% 17
2024
Q4 		$2.87M Buy
+42,940
New +$3.2M 3% 9

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

Expect Equity LLC's LW Position: Q1 2026 in Review

Expect Equity LLC held its Lamb Weston (LW) position steady in Q1 2026 at 42,940 shares worth $1.81M. The position accounts for 1.74% of the portfolio, ranked #32.

Expect Equity LLC first reported a position in LW in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.87M in Q4 2024. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Expect Equity LLC held 42,940 shares of Lamb Weston worth $1.81M as of Q1 2026.
  • Expect Equity LLC left its Lamb Weston share count unchanged in Q1 2026.
  • Lamb Weston made up 1.74% of Expect Equity LLC's portfolio in Q1 2026, its #32 holding.
  • Expect Equity LLC first reported a position in Lamb Weston in Q4 2024 and has held it in 6 quarters since.
  • Expect Equity LLC's Lamb Weston position peaked at $2.87M in Q4 2024.
  • 561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Expect Equity LLC's 13F filing for Q1 2026, filed 15 May 2026.