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HHM Wealth Advisors’s Lamb Weston LW Stock Holding History

HHM 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
2026
Q1 		– Sell
-2,400
Closed -$101K – 904
2025
Q4 		$101K Sell
2,400
-645
-21% -$38K 0.01% 270
2025
Q3 		$177K Hold
3,045
– – 0.02% 223
2025
Q2 		$158K Hold
3,045
– – 0.02% 232
2025
Q1 		$162K Buy
3,045
+1,430
+89% +$81K 0.02% 212
2024
Q4 		$108K Buy
1,615
+615
+62% +$45.9K 0.01% 259
2024
Q3 		$64.7K Hold
1,000
– – 0.01% 302
2024
Q2 		$84.1K Buy
+1,000
New +$85.3K 0.01% 270
2023
Q4 		– Sell
-72
Closed -$6.66K – 796
2023
Q3 		$6.66K Buy
+72
New +$7.3K ﹤0.01% 585
2020
Q2 		– Sell
-83
Closed -$5K – 518
2020
Q1 		$5K Buy
+83
New +$6.82K ﹤0.01% 390

Other funds holding LW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGC
Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return

HHM Wealth Advisors's LW Position: Q1 2026 in Review

HHM Wealth Advisors sold out of Lamb Weston (LW) in Q1 2026, closing a stake of 2,400 shares — an estimated $101K sold.

HHM Wealth Advisors first reported a position in LW in Q1 2020 and held it in 9 quarters. The position peaked at $177K in Q3 2025. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • HHM Wealth Advisors reported no remaining Lamb Weston position as of Q1 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 2,400 Lamb Weston shares in Q1 2026, an estimated $101K.
  • HHM Wealth Advisors first reported a position in Lamb Weston in Q1 2020 and held it in 9 quarters.
  • HHM Wealth Advisors's Lamb Weston position peaked at $177K in Q3 2025.
  • 561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.