GM
LW icon

GeoWealth Management’s Lamb Weston LW Stock Holding History

GeoWealth 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
Q3 		– Sell
-149
Closed -$7.73K – 1031
2025
Q2 		$7.73K Buy
+149
New +$7.98K ﹤0.01% 1131
2025
Q1 		– Sell
-907
Closed -$60.6K – 1500
2024
Q4 		$60.6K Sell
907
-231
-20% -$17.2K ﹤0.01% 1100
2024
Q3 		$73.7K Buy
+1,138
New +$75.1K ﹤0.01% 964

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
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 $240B AUM 35.51% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

GeoWealth Management's LW Position: Q3 2025 in Review

GeoWealth Management sold out of Lamb Weston (LW) in Q3 2025, closing a stake of 149 shares — an estimated $7.73K sold.

GeoWealth Management first reported a position in LW in Q3 2024 and held it in 3 quarters. The position peaked at $73.7K in Q3 2024. 623 funds tracked by Wall St. Rank hold LW as of Q3 2025.

  • GeoWealth Management reported no remaining Lamb Weston position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 149 Lamb Weston shares in Q3 2025, an estimated $7.73K.
  • GeoWealth Management first reported a position in Lamb Weston in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Lamb Weston position peaked at $73.7K in Q3 2024.
  • 623 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.