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Great Diamond Partners’s Lamb Weston LW Stock Holding History

Great Diamond Partners’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
Q1 		– Sell
-3,873
Closed -$259K – 197
2024
Q4 		$259K Buy
3,873
+613
+19% +$45.7K 0.07% 152
2024
Q3 		$211K Sell
3,260
-1,691
-34% -$112K 0.05% 187
2024
Q2 		$416K Sell
4,951
-318
-6% -$27.1K 0.1% 140
2024
Q1 		$561K Sell
5,269
-149
-3% -$15.5K 0.13% 125
2023
Q4 		$586K Sell
5,418
-538
-9% -$51.8K 0.14% 122
2023
Q3 		$551K Sell
5,956
-469
-7% -$47.6K 0.15% 123
2023
Q2 		$739K Sell
6,425
-644
-9% -$71.8K 0.2% 102
2023
Q1 		$739K Sell
7,069
-408
-5% -$40.4K 0.21% 99
2022
Q4 		$668K Sell
7,477
-176
-2% -$15K 0.21% 101
2022
Q3 		$592K Sell
7,653
-1,372
-15% -$107K 0.2% 99
2022
Q2 		$644K Buy
9,025
+174
+2% +$11.5K 0.21% 97
2022
Q1 		$530K Buy
8,851
+2,355
+36% +$146K 0.15% 121
2021
Q4 		$411K Sell
6,496
-1,038
-14% -$59.9K 0.11% 153
2021
Q3 		$462K Sell
7,534
-932
-11% -$63.1K 0.13% 125
2021
Q2 		$682K Sell
8,466
-772
-8% -$61.8K 0.19% 103
2021
Q1 		$715K Sell
9,238
-323
-3% -$25.5K 0.22% 98
2020
Q4 		$752K Buy
9,561
+891
+10% +$64.9K 0.24% 76
2020
Q3 		$574K Sell
8,670
-48
-0.6% -$3.07K 0.21% 86
2020
Q2 		$557K Buy
8,718
+231
+3% +$13.9K 0.23% 76
2020
Q1 		$484K Sell
8,487
-370
-4% -$30.4K 0.25% 71
2019
Q4 		$761K Buy
+8,857
New +$713K 0.29% 64

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Great Diamond Partners's LW Position: Q1 2025 in Review

Great Diamond Partners sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 3,873 shares — an estimated $259K sold.

Great Diamond Partners first reported a position in LW in Q4 2019 and held it in 21 quarters. The position peaked at $761K in Q4 2019. 634 funds tracked by Wall St. Rank hold LW as of Q1 2025.

  • Great Diamond Partners reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
  • Great Diamond Partners sold 3,873 Lamb Weston shares in Q1 2025, an estimated $259K.
  • Great Diamond Partners first reported a position in Lamb Weston in Q4 2019 and held it in 21 quarters.
  • Great Diamond Partners's Lamb Weston position peaked at $761K in Q4 2019.
  • 634 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Great Diamond Partners's 13F filing for Q1 2025, filed 13 May 2025.