Guardian Wealth Management (Illinois)’s Lamb Weston LW Stock Holding History

Guardian Wealth Management (Illinois)’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	-48	Closed	-$2.6K	–	145
2025 Q1	$2.6K	Sell	48 -1	-2%	-$57	﹤0.01%	198
2024 Q4	$3.25K	Hold	49	–	–	﹤0.01%	197
2024 Q3	$3.17K	Hold	49	–	–	﹤0.01%	204
2024 Q2	$4.09K	Hold	49	–	–	﹤0.01%	194
2024 Q1	$5.19K	Hold	49	–	–	﹤0.01%	186
2023 Q4	$5.26K	Buy	+49	New	+$4.72K	﹤0.01%	194

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s LW Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Lamb Weston (LW) in Q2 2025, closing a stake of 48 shares — an estimated $2.6K sold.

Guardian Wealth Management (Illinois) first reported a position in LW in Q4 2023 and held it in 6 quarters. The position peaked at $5.26K in Q4 2023. 621 funds tracked by Wall St. Rank hold LW as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Lamb Weston position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 48 Lamb Weston shares in Q2 2025, an estimated $2.6K.
Guardian Wealth Management (Illinois) first reported a position in Lamb Weston in Q4 2023 and held it in 6 quarters.
Guardian Wealth Management (Illinois)'s Lamb Weston position peaked at $5.26K in Q4 2023.
621 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.