Grandfield & Dodd’s Lamb Weston LW Stock Holding History

Grandfield & Dodd’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 Q3	$11.8M	Sell	283,416 -11,542	-4%	-$572K	0.63%	50
2026 Q2	$12.7M	Buy	294,958 +42,875	+17%	+$1.85M	0.67%	47
2026 Q1	$10.7M	Buy	252,083 +38,674	+18%	+$1.73M	0.6%	47
2025 Q4	$8.94M	Buy	213,409 +44,564	+26%	+$2.62M	0.51%	52
2025 Q3	$9.8M	Buy	168,845 +40,944	+32%	+$2.24M	0.56%	48
2025 Q2	$6.63M	Buy	127,901 +55,139	+76%	+$2.95M	0.39%	53
2025 Q1	$3.88M	Buy	72,762 +37,740	+108%	+$2.14M	0.24%	64
2024 Q4	$2.34M	Buy	+35,022	New	+$2.61M	0.14%	77

Other funds holding LW

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Grandfield & Dodd's LW Position: Q3 2026 in Review

Grandfield & Dodd reduced its Lamb Weston (LW) stake by 3.9% in Q3 2026, selling an estimated $572K and leaving 283,416 shares worth $11.8M. The position accounts for 0.63% of the portfolio, ranked #50.

Grandfield & Dodd first reported a position in LW in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.7M in Q2 2026. 167 funds tracked by Wall St. Rank hold LW as of Q3 2026.

Grandfield & Dodd held 283,416 shares of Lamb Weston worth $11.8M as of Q3 2026.
Grandfield & Dodd sold 11,542 Lamb Weston shares in Q3 2026, an estimated $572K.
Lamb Weston made up 0.63% of Grandfield & Dodd's portfolio in Q3 2026, its #50 holding.
Grandfield & Dodd first reported a position in Lamb Weston in Q4 2024 and has held it in 8 quarters since.
Grandfield & Dodd's Lamb Weston position peaked at $12.7M in Q2 2026.
167 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2026.

Based on Grandfield & Dodd's 13F filing for Q3 2026, filed 29 Oct 2026.