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Golden State Wealth Management’s Lamb Weston LW Stock Holding History

Golden State 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
2026
Q1 		– Sell
-19
Closed -$796 – 1682
2025
Q4 		$796 Buy
+19
New +$1.12K ﹤0.01% 1544
2019
Q3 		– Sell
-650
Closed -$41K – 1111
2019
Q2 		$41K Buy
+650
New +$42.9K 0.01% 496

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CGC
Continental Grain Company New York $448M AUM 6.81% 1-Year Est. Return

Golden State Wealth Management's LW Position: Q1 2026 in Review

Golden State Wealth Management sold out of Lamb Weston (LW) in Q1 2026, closing a stake of 19 shares — an estimated $796 sold.

Golden State Wealth Management first reported a position in LW in Q2 2019 and held it in 2 quarters. The position peaked at $41K in Q2 2019. 567 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Golden State Wealth Management reported no remaining Lamb Weston position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 19 Lamb Weston shares in Q1 2026, an estimated $796.
  • Golden State Wealth Management first reported a position in Lamb Weston in Q2 2019 and held it in 2 quarters.
  • Golden State Wealth Management's Lamb Weston position peaked at $41K in Q2 2019.
  • 567 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.