Fortis Group Advisors’s Lamb Weston LW Stock Holding History

Fortis Group 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	$648	Hold	15	–	–	﹤0.01%	571
2026 Q1	$634	Hold	15	–	–	﹤0.01%	537
2025 Q4	$628	Hold	15	–	–	﹤0.01%	528
2025 Q3	$871	Hold	15	–	–	﹤0.01%	478
2025 Q2	$778	Hold	15	–	–	﹤0.01%	474
2025 Q1	$800	Hold	15	–	–	﹤0.01%	443
2024 Q4	$1K	Hold	15	–	–	﹤0.01%	448
2024 Q3	$971	Sell	15 -3,735	-100%	-$247K	﹤0.01%	444
2024 Q2	$315K	Sell	3,750 -16,629	-82%	-$1.42M	0.06%	150
2024 Q1	$2.17M	Buy	20,379 +20,349	+67,830%	+$2.12M	0.4%	59
2023 Q4	$3.24K	Buy	30 +15	+100%	+$1.44K	﹤0.01%	378
2023 Q3	$1.39K	Buy	+15	New	+$1.52K	﹤0.01%	379
2020 Q3	$0	Buy	+15	New	+$961	﹤0.01%	467

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

Fortis Group Advisors's LW Position: Q2 2026 in Review

Fortis Group Advisors held its Lamb Weston (LW) position steady in Q2 2026 at 15 shares worth $648. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Fortis Group Advisors first reported a position in LW in Q3 2020 and has held it in 13 quarters since. The position peaked at $2.17M in Q1 2024. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

Fortis Group Advisors held 15 shares of Lamb Weston worth $648 as of Q2 2026.
Fortis Group Advisors left its Lamb Weston share count unchanged in Q2 2026.
Lamb Weston made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #571 holding.
Fortis Group Advisors first reported a position in Lamb Weston in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Lamb Weston position peaked at $2.17M in Q1 2024.
555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.