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Future Financial Wealth Management’s Lamb Weston LW Stock Holding History

Future Financial Wealth 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
Q1 		– Sell
-625
Closed -$41.8K – 453
2024
Q4 		$41.8K Hold
625
– – 0.03% 261
2024
Q3 		$40.5K Buy
+625
New +$41.3K 0.03% 278

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Future Financial Wealth Management's LW Position: Q1 2025 in Review

Future Financial Wealth Management sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 625 shares — an estimated $41.8K sold.

Future Financial Wealth Management first reported a position in LW in Q3 2024 and held it in 2 quarters. The position peaked at $41.8K in Q4 2024. 633 funds tracked by Wall St. Rank hold LW as of Q1 2025.

  • Future Financial Wealth Management reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 625 Lamb Weston shares in Q1 2025, an estimated $41.8K.
  • Future Financial Wealth Management first reported a position in Lamb Weston in Q3 2024 and held it in 2 quarters.
  • Future Financial Wealth Management's Lamb Weston position peaked at $41.8K in Q4 2024.
  • 633 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Future Financial Wealth Management's 13F filing for Q1 2025, filed 9 Apr 2025.