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Institute for Wealth Management’s Lamb Weston LW Stock Holding History

Institute for Wealth Management’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
Q2 		$7.86K Sell
182
-8,341
-98% -$360K ﹤0.01% 1367
2026
Q1 		$360K Sell
8,523
-200
-2% -$8.93K 0.04% 382
2025
Q4 		$365K Buy
+8,723
New +$513K 0.04% 389

Other funds holding LW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Institute for Wealth Management's LW Position: Q2 2026 in Review

Institute for Wealth Management reduced its Lamb Weston (LW) stake by 98% in Q2 2026, selling an estimated $360K and leaving 182 shares worth $7.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

Institute for Wealth Management first reported a position in LW in Q4 2025 and has held it in 3 quarters since. The position peaked at $365K in Q4 2025. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Institute for Wealth Management held 182 shares of Lamb Weston worth $7.86K as of Q2 2026.
  • Institute for Wealth Management sold 8,341 Lamb Weston shares in Q2 2026, an estimated $360K.
  • Lamb Weston made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1367 holding.
  • Institute for Wealth Management first reported a position in Lamb Weston in Q4 2025 and has held it in 3 quarters since.
  • Institute for Wealth Management's Lamb Weston position peaked at $365K in Q4 2025.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.