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Forum Financial Management’s Lamb Weston LW Stock Holding History

Forum Financial Management’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
2025
Q4 		– Sell
-3,863
Closed -$224K – 1042
2025
Q3 		$224K Buy
+3,863
New +$211K ﹤0.01% 901
2023
Q3 		– Sell
-2,023
Closed -$233K – 661
2023
Q2 		$233K Buy
2,023
+70
+4% +$7.81K 0.01% 543
2023
Q1 		$204K Buy
+1,953
New +$193K 0.01% 563

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Forum Financial Management's LW Position: Q4 2025 in Review

Forum Financial Management sold out of Lamb Weston (LW) in Q4 2025, closing a stake of 3,863 shares — an estimated $224K sold.

Forum Financial Management first reported a position in LW in Q1 2023 and held it in 3 quarters. The position peaked at $233K in Q2 2023. 627 funds tracked by Wall St. Rank hold LW as of Q4 2025.

  • Forum Financial Management reported no remaining Lamb Weston position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 3,863 Lamb Weston shares in Q4 2025, an estimated $224K.
  • Forum Financial Management first reported a position in Lamb Weston in Q1 2023 and held it in 3 quarters.
  • Forum Financial Management's Lamb Weston position peaked at $233K in Q2 2023.
  • 627 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.