GoalVest Advisory’s Lamb Weston LW Stock Holding History

GoalVest Advisory’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	-3	Closed	-$160	–	467
2025 Q1	$160	Buy	+3	New	+$170	﹤0.01%	474

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

GoalVest Advisory's LW Position: Q2 2025 in Review

GoalVest Advisory sold out of Lamb Weston (LW) in Q2 2025, closing a stake of 3 shares — an estimated $160 sold.

GoalVest Advisory first reported a position in LW in Q1 2025 and held it in 1 quarter. The position peaked at $160 in Q1 2025. 621 funds tracked by Wall St. Rank hold LW as of Q2 2025.

GoalVest Advisory reported no remaining Lamb Weston position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 3 Lamb Weston shares in Q2 2025, an estimated $160.
GoalVest Advisory first reported a position in Lamb Weston in Q1 2025 and held it in 1 quarter.
GoalVest Advisory's Lamb Weston position peaked at $160 in Q1 2025.
621 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.