High Note Wealth’s Lamb Weston LW Stock Holding History

High Note Wealth’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 Q2	–	Sell	-61	Closed	-$3.25K	–	953
2025 Q1	$3.25K	Buy	61 +2	+3%	+$113	﹤0.01%	574
2024 Q4	$3.94K	Buy	+59	New	+$4.4K	﹤0.01%	555

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

High Note Wealth's LW Position: Q2 2025 in Review

High Note Wealth sold out of Lamb Weston (LW) in Q2 2025, closing a stake of 61 shares — an estimated $3.25K sold.

High Note Wealth first reported a position in LW in Q4 2024 and held it in 2 quarters. The position peaked at $3.94K in Q4 2024. 621 funds tracked by Wall St. Rank hold LW as of Q2 2025.

High Note Wealth reported no remaining Lamb Weston position as of Q2 2025 after selling out during the quarter.
High Note Wealth sold 61 Lamb Weston shares in Q2 2025, an estimated $3.25K.
High Note Wealth first reported a position in Lamb Weston in Q4 2024 and held it in 2 quarters.
High Note Wealth's Lamb Weston position peaked at $3.94K in Q4 2024.
621 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2025.

Based on High Note Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.