Heritage Wealth Advisors’s Lamb Weston LW Stock Holding History

Heritage Wealth 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 Q4	–	Sell	-333	Closed	-$19.3K	–	603
2025 Q3	$19.3K	Hold	333	–	–	﹤0.01%	381
2025 Q2	$17.3K	Hold	333	–	–	﹤0.01%	380
2025 Q1	$17.7K	Hold	333	–	–	﹤0.01%	380
2024 Q4	$22.3K	Hold	333	–	–	﹤0.01%	380
2024 Q3	$21.6K	Hold	333	–	–	﹤0.01%	391
2024 Q2	$28K	Hold	333	–	–	﹤0.01%	360
2024 Q1	$35.5K	Hold	333	–	–	﹤0.01%	355
2023 Q4	$36K	Hold	333	–	–	﹤0.01%	365
2023 Q3	$30.8K	Hold	333	–	–	﹤0.01%	347
2023 Q2	$38.3K	Hold	333	–	–	﹤0.01%	347
2023 Q1	$34.8K	Hold	333	–	–	﹤0.01%	357
2022 Q4	$29.8K	Hold	333	–	–	﹤0.01%	376
2022 Q3	$25.8K	Hold	333	–	–	﹤0.01%	358
2022 Q2	$24K	Hold	333	–	–	﹤0.01%	404
2022 Q1	$20K	Hold	333	–	–	﹤0.01%	395
2021 Q4	$21K	Hold	333	–	–	﹤0.01%	403
2021 Q3	$20.4K	Hold	333	–	–	﹤0.01%	405
2021 Q2	$26.9K	Hold	333	–	–	﹤0.01%	390
2021 Q1	$25.8K	Hold	333	–	–	﹤0.01%	400
2020 Q4	$26K	Hold	333	–	–	﹤0.01%	384
2020 Q3	$22.1K	Hold	333	–	–	﹤0.01%	343
2020 Q2	$21.3K	Buy	+333	New	+$20.1K	﹤0.01%	328
2020 Q1	–	Sell	-5	Closed	-$430	–	525
2019 Q4	$430	Buy	+5	New	+$403	﹤0.01%	702

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

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

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

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

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Heritage Wealth Advisors's LW Position: Q4 2025 in Review

Heritage Wealth Advisors sold out of Lamb Weston (LW) in Q4 2025, closing a stake of 333 shares — an estimated $19.3K sold.

Heritage Wealth Advisors first reported a position in LW in Q4 2019 and held it in 23 quarters. The position peaked at $38.3K in Q2 2023. 627 funds tracked by Wall St. Rank hold LW as of Q4 2025.

Heritage Wealth Advisors reported no remaining Lamb Weston position as of Q4 2025 after selling out during the quarter.
Heritage Wealth Advisors sold 333 Lamb Weston shares in Q4 2025, an estimated $19.3K.
Heritage Wealth Advisors first reported a position in Lamb Weston in Q4 2019 and held it in 23 quarters.
Heritage Wealth Advisors's Lamb Weston position peaked at $38.3K in Q2 2023.
627 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2025.

Based on Heritage Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.