HB Wealth Management’s Lamb Weston LW Stock Holding History

HB Wealth 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	$344K	Buy	7,971 +2,901	+57%	+$125K	﹤0.01%	1299
2026 Q1	$214K	Buy	+5,070	New	+$226K	﹤0.01%	1402
2025 Q1	–	Sell	-13,343	Closed	-$892K	–	1254
2024 Q4	$892K	Buy	13,343 +817	+7%	+$61K	0.01%	433
2024 Q3	$811K	Buy	+12,526	New	+$827K	0.01%	441
2024 Q2	–	Sell	-2,011	Closed	-$214K	–	948
2024 Q1	$214K	Buy	2,011 +56	+3%	+$5.83K	﹤0.01%	779
2023 Q4	$211K	Buy	+1,955	New	+$188K	﹤0.01%	724
2023 Q3	–	Sell	-1,741	Closed	-$200K	–	776
2023 Q2	$200K	Buy	+1,741	New	+$194K	﹤0.01%	686
2022 Q4	–	Sell	-2,647	Closed	-$205K	–	703
2022 Q3	$205K	Buy	+2,647	New	+$207K	﹤0.01%	541

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 $3.37T AUM 44.26% 1-Year Est. Return

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

HB Wealth Management's LW Position: Q2 2026 in Review

HB Wealth Management increased its Lamb Weston (LW) stake by 57% in Q2 2026, buying an estimated $125K and bringing the position to 7,971 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

HB Wealth Management first reported a position in LW in Q3 2022 and has held it in 8 quarters since. The position peaked at $892K in Q4 2024. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

HB Wealth Management held 7,971 shares of Lamb Weston worth $344K as of Q2 2026.
HB Wealth Management bought 2,901 Lamb Weston shares in Q2 2026, an estimated $125K.
Lamb Weston made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1299 holding.
HB Wealth Management first reported a position in Lamb Weston in Q3 2022 and has held it in 8 quarters since.
HB Wealth Management's Lamb Weston position peaked at $892K in Q4 2024.
555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.