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Gibbs Wealth Management’s Lamb Weston LW Stock Holding History

Gibbs 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
2024
Q3 		– Sell
-5,143
Closed -$432K – 263
2024
Q2 		$432K Buy
5,143
+1,779
+53% +$152K 0.18% 140
2024
Q1 		$358K Buy
+3,364
New +$350K 0.21% 119

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
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
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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Gibbs Wealth Management's LW Position: Q3 2024 in Review

Gibbs Wealth Management sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 5,143 shares — an estimated $432K sold.

Gibbs Wealth Management first reported a position in LW in Q1 2024 and held it in 2 quarters. The position peaked at $432K in Q2 2024. 685 funds tracked by Wall St. Rank hold LW as of Q3 2024.

  • Gibbs Wealth Management reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
  • Gibbs Wealth Management sold 5,143 Lamb Weston shares in Q3 2024, an estimated $432K.
  • Gibbs Wealth Management first reported a position in Lamb Weston in Q1 2024 and held it in 2 quarters.
  • Gibbs Wealth Management's Lamb Weston position peaked at $432K in Q2 2024.
  • 685 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on Gibbs Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2025.