Groupama Asset Management’s Lamb Weston LW Stock Holding History

Groupama Asset 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 Q2	$245K	Buy	+5,554	New	+$240K	﹤0.01%	383
2025 Q4	–	Sell	-3,531	Closed	-$205K	–	445
2025 Q3	$205K	Sell	3,531 -8,419	-70%	-$460K	﹤0.01%	445
2025 Q2	$638K	Hold	11,950	–	–	0.01%	306
2025 Q1	$645K	Hold	11,950	–	–	0.01%	311
2024 Q4	$776K	Buy	11,950 +2,066	+21%	+$154K	0.02%	303
2024 Q3	$514K	Hold	9,884	–	–	0.01%	344
2024 Q2	$831K	Hold	9,884	–	–	0.01%	318
2024 Q1	$1.05M	Sell	9,884 -386	-4%	-$40.2K	0.02%	304
2023 Q4	$1.11M	Buy	+10,270	New	+$989K	0.03%	266

Other funds holding LW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Groupama Asset Management's LW Position: Q2 2026 in Review

Groupama Asset Management opened a new position in Lamb Weston (LW) in Q2 2026: 5,554 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #383 among its holdings. This is a return to the name: Groupama Asset Management previously reported a position in LW as recently as Q3 2025.

Groupama Asset Management first reported a position in LW in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.11M in Q4 2023. 559 funds tracked by Wall St. Rank hold LW as of Q2 2026.

Groupama Asset Management held 5,554 shares of Lamb Weston worth $245K as of Q2 2026.
Lamb Weston was a new Groupama Asset Management position in Q2 2026.
Lamb Weston made up ﹤0.01% of Groupama Asset Management's portfolio in Q2 2026, its #383 holding.
Groupama Asset Management first reported a position in Lamb Weston in Q4 2023 and has held it in 9 quarters since.
Groupama Asset Management's Lamb Weston position peaked at $1.11M in Q4 2023.
559 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Groupama Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.