GPS Wealth Strategies Group’s Lamb Weston LW Stock Holding History

GPS Wealth Strategies Group’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	-414	Closed	-$22K	–	1661
2025 Q1	$22K	Buy	414 +3	+0.7%	+$170	﹤0.01%	811
2024 Q4	$27.4K	Buy	411 +2	+0.5%	+$149	﹤0.01%	713
2024 Q3	$26.5K	Buy	409 +3	+0.7%	+$198	﹤0.01%	728
2024 Q2	$34.2K	Sell	406 -259	-39%	-$22.1K	0.01%	635
2024 Q1	$70.8K	Buy	665 +62	+10%	+$6.45K	0.01%	442
2023 Q4	$65.2K	Buy	603 +1	+0.2%	+$96	0.01%	437
2023 Q3	$55.7K	Buy	602 +1	+0.2%	+$101	0.01%	463
2023 Q2	$69.1K	Buy	601 +1	+0.2%	+$112	0.01%	423
2023 Q1	$62.7K	Buy	+600	New	+$59.3K	0.01%	439
2022 Q4	–	Sell	-448	Closed	-$35K	–	684
2022 Q3	$35K	Buy	448 +2	+0.4%	+$156	0.01%	498
2022 Q2	$32K	Buy	446 +1	+0.2%	+$66	0.01%	531
2022 Q1	$27K	Buy	445 +2	+0.5%	+$124	0.01%	539
2021 Q4	$28K	Buy	443 +1	+0.2%	+$58	0.01%	521
2021 Q3	$27K	Buy	442 +2	+0.5%	+$135	0.01%	517
2021 Q2	$36K	Buy	440 +1	+0.2%	+$80	0.01%	478
2021 Q1	$34K	Buy	+439	New	+$34.6K	0.01%	449

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

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 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

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