FWA
LW icon

Flagship Wealth Advisors’s Lamb Weston LW Stock Holding History

Flagship 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
Q1 		$5.18K Hold
100
– – ﹤0.01% 314
2025
Q4 		$4.19K Hold
100
– – ﹤0.01% 359
2025
Q3 		$5.81K Hold
100
– – ﹤0.01% 366
2025
Q2 		$5.18K Hold
100
– – ﹤0.01% 330
2025
Q1 		$5.33K Hold
100
– – ﹤0.01% 329
2024
Q4 		$6.68K Buy
+100
New +$7.46K ﹤0.01% 311

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

Flagship Wealth Advisors's LW Position: Q1 2026 in Review

Flagship Wealth Advisors held its Lamb Weston (LW) position steady in Q1 2026 at 100 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Flagship Wealth Advisors first reported a position in LW in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.68K in Q4 2024. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Flagship Wealth Advisors held 100 shares of Lamb Weston worth $5.18K as of Q1 2026.
  • Flagship Wealth Advisors left its Lamb Weston share count unchanged in Q1 2026.
  • Lamb Weston made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #314 holding.
  • Flagship Wealth Advisors first reported a position in Lamb Weston in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Lamb Weston position peaked at $6.68K in Q4 2024.
  • 561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.