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Heartland Advisors’s Lamb Weston LW Stock Holding History

Heartland Advisors’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
-134,223
Closed -$8.97M – 207
2024
Q4 		$8.97M Buy
134,223
+59,194
+79% +$4.42M 0.49% 86
2024
Q3 		$4.86M Buy
+75,029
New +$4.95M 0.25% 136

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Heartland Advisors's LW Position: Q1 2025 in Review

Heartland Advisors sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 134,223 shares — an estimated $8.97M sold.

Heartland Advisors first reported a position in LW in Q3 2024 and held it in 2 quarters. The position peaked at $8.97M in Q4 2024. 633 funds tracked by Wall St. Rank hold LW as of Q1 2025.

  • Heartland Advisors reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
  • Heartland Advisors sold 134,223 Lamb Weston shares in Q1 2025, an estimated $8.97M.
  • Heartland Advisors first reported a position in Lamb Weston in Q3 2024 and held it in 2 quarters.
  • Heartland Advisors's Lamb Weston position peaked at $8.97M in Q4 2024.
  • 633 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Heartland Advisors's 13F filing for Q1 2025, filed 7 May 2025.