Fuller & Thaler Asset Management
LW icon

Fuller & Thaler Asset Management’s Lamb Weston LW Stock Holding History

Fuller & Thaler Asset 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
-948,346
Closed -$55.1M – 524
2025
Q3 		$55.1M Buy
948,346
+8,594
+0.9% +$470K 0.19% 180
2025
Q2 		$48.7M Buy
+939,752
New +$50.3M 0.18% 191

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JP Morgan Chase
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State Street
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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

Fuller & Thaler Asset Management's LW Position: Q4 2025 in Review

Fuller & Thaler Asset Management sold out of Lamb Weston (LW) in Q4 2025, closing a stake of 948,346 shares — an estimated $55.1M sold.

Fuller & Thaler Asset Management first reported a position in LW in Q2 2025 and held it in 2 quarters. The position peaked at $55.1M in Q3 2025. 625 funds tracked by Wall St. Rank hold LW as of Q4 2025.

  • Fuller & Thaler Asset Management reported no remaining Lamb Weston position as of Q4 2025 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 948,346 Lamb Weston shares in Q4 2025, an estimated $55.1M.
  • Fuller & Thaler Asset Management first reported a position in Lamb Weston in Q2 2025 and held it in 2 quarters.
  • Fuller & Thaler Asset Management's Lamb Weston position peaked at $55.1M in Q3 2025.
  • 625 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2025.

Based on Fuller & Thaler Asset Management's 13F filing for Q4 2025, filed 12 Feb 2026.