Geode Capital Management
LW icon

Geode Capital Management’s Lamb Weston LW Stock Holding History

Geode Capital 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
2026
Q2 		$101M Sell
2,342,274
-26,330
-1% -$1.14M 0.01% 1200
2026
Q1 		$100M Sell
2,368,604
-1,159,798
-33% -$51.8M 0.01% 1084
2025
Q4 		$148M Buy
3,528,402
+21,256
+0.6% +$1.25M 0.01% 856
2025
Q3 		$203M Sell
3,507,146
-10,507
-0.3% -$574K 0.01% 693
2025
Q2 		$182M Buy
3,517,653
+2,271
+0.1% +$122K 0.01% 704
2025
Q1 		$187M Buy
3,515,382
+78,778
+2% +$4.46M 0.01% 659
2024
Q4 		$229M Buy
3,436,604
+48,548
+1% +$3.62M 0.02% 590
2024
Q3 		$219M Buy
3,388,056
+24,097
+0.7% +$1.59M 0.02% 606
2024
Q2 		$282M Buy
3,363,959
+50,082
+2% +$4.27M 0.02% 496
2024
Q1 		$352M Buy
3,313,877
+92,241
+3% +$9.6M 0.03% 445
2023
Q4 		$347M Buy
3,221,636
+53,469
+2% +$5.15M 0.04% 424
2023
Q3 		$293M Buy
3,168,167
+64,644
+2% +$6.55M 0.03% 434
2023
Q2 		$356M Buy
3,103,523
+59,604
+2% +$6.65M 0.04% 392
2023
Q1 		$318M Buy
3,043,919
+69,429
+2% +$6.87M 0.04% 404
2022
Q4 		$265M Buy
2,974,490
+154,606
+5% +$13.2M 0.04% 444
2022
Q3 		$218M Buy
2,819,884
+62,415
+2% +$4.88M 0.03% 457
2022
Q2 		$197M Sell
2,757,469
-7,857
-0.3% -$519K 0.03% 498
2022
Q1 		$165M Buy
2,765,326
+121,321
+5% +$7.54M 0.02% 586
2021
Q4 		$167M Buy
2,644,005
+47,781
+2% +$2.76M 0.02% 593
2021
Q3 		$159M Buy
2,596,224
+62,434
+2% +$4.23M 0.02% 594
2021
Q2 		$204M Buy
2,533,790
+20,103
+0.8% +$1.61M 0.03% 525
2021
Q1 		$194M Buy
2,513,687
+28,381
+1% +$2.24M 0.03% 509
2020
Q4 		$195M Buy
2,485,306
+45,223
+2% +$3.29M 0.03% 469
2020
Q3 		$161M Sell
2,440,083
-23,213
-0.9% -$1.49M 0.03% 458
2020
Q2 		$157M Sell
2,463,296
-39,331
-2% -$2.38M 0.03% 443
2020
Q1 		$143M Buy
2,502,627
+154,088
+7% +$12.7M 0.04% 411
2019
Q4 		$202M Buy
2,348,539
+116,991
+5% +$9.42M 0.04% 410
2019
Q3 		$162M Sell
2,231,548
-30,075
-1% -$2.06M 0.04% 434
2019
Q2 		$143M Buy
2,261,623
+71,973
+3% +$4.75M 0.03% 473
2019
Q1 		$164M Buy
2,189,650
+37,116
+2% +$2.63M 0.04% 411
2018
Q4 		$158M Buy
2,152,534
+789,356
+58% +$60.4M 0.05% 373
2018
Q3 		$90.8M Sell
1,363,178
-41,400
-3% -$2.84M 0.03% 560
2018
Q2 		$96.2M Buy
1,404,578
+144,619
+11% +$9.45M 0.03% 528
2018
Q1 		$73.4M Buy
1,259,959
+49,030
+4% +$2.77M 0.02% 591
2017
Q4 		$68.4M Buy
1,210,929
+56,104
+5% +$2.96M 0.02% 584
2017
Q3 		$54.1M Buy
1,154,825
+42,059
+4% +$1.89M 0.02% 642
2017
Q2 		$49M Buy
1,112,766
+119,293
+12% +$5.24M 0.02% 662
2017
Q1 		$41.8M Buy
993,473
+19,839
+2% +$783K 0.02% 716
2016
Q4 		$36.9M Buy
+973,634
New +$33.2M 0.02% 721

Other funds holding LW

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CGC
Continental Grain Company New York $448M AUM 6.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Geode Capital Management's LW Position: Q2 2026 in Review

Geode Capital Management reduced its Lamb Weston (LW) stake by 1.1% in Q2 2026, selling an estimated $1.14M and leaving 2,342,274 shares worth $101M. The position accounts for 0.01% of the portfolio, ranked #1200.

Geode Capital Management first reported a position in LW in Q4 2016 and has held it in 39 quarters since. The position peaked at $356M in Q2 2023. 522 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Geode Capital Management held 2,342,274 shares of Lamb Weston worth $101M as of Q2 2026.
  • Geode Capital Management sold 26,330 Lamb Weston shares in Q2 2026, an estimated $1.14M.
  • Lamb Weston made up 0.01% of Geode Capital Management's portfolio in Q2 2026, its #1200 holding.
  • Geode Capital Management first reported a position in Lamb Weston in Q4 2016 and has held it in 39 quarters since.
  • Geode Capital Management's Lamb Weston position peaked at $356M in Q2 2023.
  • 522 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.