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Global Wealth Strategies & Associates’s Lamb Weston LW Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-52
Closed -$2.2K – 291
2026
Q1 		$2.2K Sell
52
-80
-61% -$3.57K ﹤0.01% 410
2025
Q4 		$5.53K Buy
132
+100
+313% +$5.88K ﹤0.01% 358
2025
Q3 		$1.86K Hold
32
– – ﹤0.01% 398
2025
Q2 		$1.66K Hold
32
– – ﹤0.01% 314
2025
Q1 		$1.71K Hold
32
– – ﹤0.01% 391
2024
Q4 		$2.14K Hold
32
– – ﹤0.01% 320
2024
Q3 		$2.07K Hold
32
– – ﹤0.01% 294
2024
Q2 		$2.69K Hold
32
– – ﹤0.01% 254
2024
Q1 		$3.41K Hold
32
– – ﹤0.01% 245
2023
Q4 		$3.46K Hold
32
– – ﹤0.01% 224
2023
Q3 		$2.96K Hold
32
– – ﹤0.01% 236
2023
Q2 		$3.68K Hold
32
– – ﹤0.01% 220
2023
Q1 		$3.35K Hold
32
– – ﹤0.01% 231
2022
Q4 		$2.86K Buy
+32
New +$2.72K ﹤0.01% 248

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
Vanguard Portfolio Management
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Global Wealth Strategies & Associates's LW Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Lamb Weston (LW) in Q2 2026, closing a stake of 52 shares — an estimated $2.2K sold.

Global Wealth Strategies & Associates first reported a position in LW in Q4 2022 and held it in 14 quarters. The position peaked at $5.53K in Q4 2025. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Lamb Weston position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 52 Lamb Weston shares in Q2 2026, an estimated $2.2K.
  • Global Wealth Strategies & Associates first reported a position in Lamb Weston in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's Lamb Weston position peaked at $5.53K in Q4 2025.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.