GC
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Garde Capital’s Lamb Weston LW Stock Holding History

Garde 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
2025
Q3 		– Sell
-5
Closed -$260 – 565
2025
Q2 		$260 Hold
5
– – ﹤0.01% 775
2025
Q1 		$267 Buy
+5
New +$283 ﹤0.01% 758
2019
Q1 		– Sell
-7,000
Closed -$515K – 157
2018
Q4 		$515K Hold
7,000
– – 0.09% 107
2018
Q3 		$575K Hold
7,000
– – 0.1% 103
2018
Q2 		$480K Hold
7,000
– – 0.08% 112
2018
Q1 		$408K Hold
7,000
– – 0.07% 120
2017
Q4 		$395K Buy
7,000
+1,300
+23% +$68.5K 0.07% 119
2017
Q3 		$267K Buy
+5,700
New +$256K 0.05% 145

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return