FWA
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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
Q2 		$4.32K Hold
100
– – ﹤0.01% 441
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 $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

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

Flagship Wealth Advisors held its Lamb Weston (LW) position steady in Q2 2026 at 100 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Flagship Wealth Advisors first reported a position in LW in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.68K in Q4 2024. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Flagship Wealth Advisors held 100 shares of Lamb Weston worth $4.32K as of Q2 2026.
  • Flagship Wealth Advisors left its Lamb Weston share count unchanged in Q2 2026.
  • Lamb Weston made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #441 holding.
  • Flagship Wealth Advisors first reported a position in Lamb Weston in Q4 2024 and has held it in 7 quarters since.
  • Flagship Wealth Advisors's Lamb Weston position peaked at $6.68K in Q4 2024.
  • 558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.