First National Advisers’s Lamb Weston LW Stock Holding History

First National Advisers’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	$443K	Sell	10,255 -370	-3%	-$16K	0.06%	186
2026 Q1	$449K	Sell	10,625 -25,328	-70%	-$1.13M	0.07%	173
2025 Q4	$1.51M	Buy	35,953 +16,423	+84%	+$967K	0.21%	110
2025 Q3	$1.13M	Sell	19,530 -30,226	-61%	-$1.65M	0.15%	128
2025 Q2	$2.58M	Buy	49,756 +301	+0.6%	+$16.1K	0.38%	78
2025 Q1	$2.64M	Sell	49,455 -56	-0.1%	-$3.17K	0.42%	71
2024 Q4	$3.31M	Buy	49,511 +1,252	+3%	+$93.4K	0.53%	52
2024 Q3	$3.12M	Buy	48,259 +1,883	+4%	+$124K	0.5%	60
2024 Q2	$3.9M	Buy	46,376 +9,356	+25%	+$798K	0.71%	40
2024 Q1	$3.93M	Buy	37,020 +4,000	+12%	+$416K	0.88%	25
2023 Q4	$3.57M	Buy	33,020 +17,474	+112%	+$1.68M	1.03%	20
2023 Q3	$1.44M	Buy	15,546 +6,107	+65%	+$619K	0.64%	54
2023 Q2	$1.08M	Sell	9,439 -40	-0.4%	-$4.46K	1%	29
2023 Q1	$991K	Buy	9,479 +512	+6%	+$50.6K	1.12%	26
2022 Q4	$801K	Buy	8,967 +876	+11%	+$74.5K	1.03%	31
2022 Q3	$626K	Buy	8,091 +2,271	+39%	+$178K	0.93%	37
2022 Q2	$416K	Buy	+5,820	New	+$384K	0.86%	47

Other funds holding LW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First National Advisers's LW Position: Q2 2026 in Review

First National Advisers reduced its Lamb Weston (LW) stake by 3.5% in Q2 2026, selling an estimated $16K and leaving 10,255 shares worth $443K. The position accounts for 0.06% of the portfolio, ranked #186.

First National Advisers first reported a position in LW in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.93M in Q1 2024. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.

First National Advisers held 10,255 shares of Lamb Weston worth $443K as of Q2 2026.
First National Advisers sold 370 Lamb Weston shares in Q2 2026, an estimated $16K.
Lamb Weston made up 0.06% of First National Advisers's portfolio in Q2 2026, its #186 holding.
First National Advisers first reported a position in Lamb Weston in Q2 2022 and has held it in 17 quarters since.
First National Advisers's Lamb Weston position peaked at $3.93M in Q1 2024.
558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.