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Fulcrum Capital’s Lamb Weston LW Stock Holding History

Fulcrum Capital’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
2024
Q2 		– Sell
-2,000
Closed -$213K – 115
2024
Q1 		$213K Hold
2,000
– – 0.05% 113
2023
Q4 		$216K Buy
+2,000
New +$193K 0.06% 114
2023
Q3 		– Sell
-2,000
Closed -$230K – 113
2023
Q2 		$230K Hold
2,000
– – 0.06% 109
2023
Q1 		$209K Buy
+2,000
New +$198K 0.06% 116

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Fulcrum Capital's LW Position: Q2 2024 in Review

Fulcrum Capital sold out of Lamb Weston (LW) in Q2 2024, closing a stake of 2,000 shares — an estimated $213K sold.

Fulcrum Capital first reported a position in LW in Q1 2023 and held it in 4 quarters. The position peaked at $230K in Q2 2023. 755 funds tracked by Wall St. Rank hold LW as of Q2 2024.

  • Fulcrum Capital reported no remaining Lamb Weston position as of Q2 2024 after selling out during the quarter.
  • Fulcrum Capital sold 2,000 Lamb Weston shares in Q2 2024, an estimated $213K.
  • Fulcrum Capital first reported a position in Lamb Weston in Q1 2023 and held it in 4 quarters.
  • Fulcrum Capital's Lamb Weston position peaked at $230K in Q2 2023.
  • 755 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2024.

Based on Fulcrum Capital's 13F filing for Q2 2024, filed 22 Jul 2024.