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Herold Advisors’s Lamb Weston LW Stock Holding History

Herold 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
-4,176
Closed -$279K – 287
2024
Q4 		$279K Sell
4,176
-515
-11% -$38.4K 0.06% 228
2024
Q3 		$304K Hold
4,691
– – 0.07% 222
2024
Q2 		$394K Sell
4,691
-2,522
-35% -$215K 0.09% 200
2024
Q1 		$768K Buy
+7,213
New +$751K 0.19% 141

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Herold Advisors's LW Position: Q1 2025 in Review

Herold Advisors sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 4,176 shares — an estimated $279K sold.

Herold Advisors first reported a position in LW in Q1 2024 and held it in 4 quarters. The position peaked at $768K in Q1 2024. 634 funds tracked by Wall St. Rank hold LW as of Q1 2025.

  • Herold Advisors reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
  • Herold Advisors sold 4,176 Lamb Weston shares in Q1 2025, an estimated $279K.
  • Herold Advisors first reported a position in Lamb Weston in Q1 2024 and held it in 4 quarters.
  • Herold Advisors's Lamb Weston position peaked at $768K in Q1 2024.
  • 634 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

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