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Insight Wealth Strategies’s Lamb Weston LW Stock Holding History

Insight Wealth Strategies’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
-65,076
Closed -$3.47M – 176
2025
Q1 		$3.47M Buy
65,076
+3,126
+5% +$177K 0.47% 67
2024
Q4 		$4.14M Buy
61,950
+16,412
+36% +$1.22M 0.56% 53
2024
Q3 		$2.95M Buy
45,538
+2,775
+6% +$183K 0.39% 67
2024
Q2 		$3.6M Buy
42,763
+4,846
+13% +$413K 0.51% 52
2024
Q1 		$4.04M Buy
+37,917
New +$3.95M 0.59% 34

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Insight Wealth Strategies's LW Position: Q2 2025 in Review

Insight Wealth Strategies sold out of Lamb Weston (LW) in Q2 2025, closing a stake of 65,076 shares — an estimated $3.47M sold.

Insight Wealth Strategies first reported a position in LW in Q1 2024 and held it in 5 quarters. The position peaked at $4.14M in Q4 2024. 621 funds tracked by Wall St. Rank hold LW as of Q2 2025.

  • Insight Wealth Strategies reported no remaining Lamb Weston position as of Q2 2025 after selling out during the quarter.
  • Insight Wealth Strategies sold 65,076 Lamb Weston shares in Q2 2025, an estimated $3.47M.
  • Insight Wealth Strategies first reported a position in Lamb Weston in Q1 2024 and held it in 5 quarters.
  • Insight Wealth Strategies's Lamb Weston position peaked at $4.14M in Q4 2024.
  • 621 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2025.

Based on Insight Wealth Strategies's 13F filing for Q2 2025, filed 7 Jul 2025.