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Global Financial Private Client’s Lamb Weston LW Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-11
Closed -$586 – 1011
2025
Q1 		$586 Sell
11
-118
-91% -$6.68K ﹤0.01% 1223
2024
Q4 		$8.62K Sell
129
-5
-4% -$373 ﹤0.01% 576
2024
Q3 		$8.68K Buy
+134
New +$8.85K ﹤0.01% 578

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Global Financial Private Client's LW Position: Q2 2025 in Review

Global Financial Private Client sold out of Lamb Weston (LW) in Q2 2025, closing a stake of 11 shares — an estimated $586 sold.

Global Financial Private Client first reported a position in LW in Q3 2024 and held it in 3 quarters. The position peaked at $8.68K in Q3 2024. 621 funds tracked by Wall St. Rank hold LW as of Q2 2025.

  • Global Financial Private Client reported no remaining Lamb Weston position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 11 Lamb Weston shares in Q2 2025, an estimated $586.
  • Global Financial Private Client first reported a position in Lamb Weston in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's Lamb Weston position peaked at $8.68K in Q3 2024.
  • 621 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.