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Integrated Wealth Concepts’s Lamb Weston LW Stock Holding History

Integrated Wealth Concepts’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 		$789K Sell
18,275
-1,154
-6% -$49.8K ﹤0.01% 1491
2026
Q1 		$821K Buy
+19,429
New +$867K 0.01% 1234
2025
Q2 		– Sell
-3,994
Closed -$213K – 1961
2025
Q1 		$213K Sell
3,994
-202
-5% -$11.4K ﹤0.01% 1593
2024
Q4 		$280K Sell
4,196
-330
-7% -$24.6K ﹤0.01% 1407
2024
Q3 		$293K Sell
4,526
-9,700
-68% -$640K ﹤0.01% 1358
2024
Q2 		$1.2M Sell
14,226
-2,394
-14% -$204K 0.02% 682
2024
Q1 		$1.77M Buy
16,620
+158
+1% +$16.4K 0.03% 562
2023
Q4 		$1.78M Buy
16,462
+98
+0.6% +$9.44K 0.03% 519
2023
Q3 		$1.51M Buy
16,364
+1,510
+10% +$153K 0.03% 544
2023
Q2 		$1.71M Buy
14,854
+8,907
+150% +$993K 0.03% 519
2023
Q1 		$622K Buy
5,947
+1,946
+49% +$192K 0.01% 781
2022
Q4 		$358K Sell
4,001
-785
-16% -$66.8K 0.01% 760
2022
Q3 		$370K Sell
4,786
-243
-5% -$19K 0.01% 678
2022
Q2 		$359K Buy
+5,029
New +$332K 0.01% 697
2022
Q1 		– Sell
-3,407
Closed -$216K – 1009
2021
Q4 		$216K Sell
3,407
-10,008
-75% -$577K 0.01% 903
2021
Q3 		$823K Buy
13,415
+1,769
+15% +$120K 0.03% 450
2021
Q2 		$939K Buy
11,646
+26
+0.2% +$2.08K 0.03% 369
2021
Q1 		$900K Buy
11,620
+3,037
+35% +$239K 0.04% 318
2020
Q4 		$676K Buy
8,583
+1,466
+21% +$107K 0.03% 341
2020
Q3 		$472K Buy
7,117
+2,002
+39% +$128K 0.03% 352
2020
Q2 		$327K Buy
5,115
+1,051
+26% +$63.5K 0.02% 376
2020
Q1 		$232K Buy
4,064
+179
+5% +$14.7K 0.02% 363
2019
Q4 		$334K Buy
3,885
+140
+4% +$11.3K 0.03% 350
2019
Q3 		$272K Buy
+3,745
New +$257K 0.03% 332
2019
Q2 		– Sell
-2,791
Closed -$209K – 397
2019
Q1 		$209K Buy
2,791
+8
+0.3% +$566 0.04% 308
2018
Q4 		$205K Buy
+2,783
New +$213K 0.06% 248

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

Integrated Wealth Concepts's LW Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Lamb Weston (LW) stake by 5.9% in Q2 2026, selling an estimated $49.8K and leaving 18,275 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Integrated Wealth Concepts first reported a position in LW in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.78M in Q4 2023. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Integrated Wealth Concepts held 18,275 shares of Lamb Weston worth $789K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,154 Lamb Weston shares in Q2 2026, an estimated $49.8K.
  • Lamb Weston made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1491 holding.
  • Integrated Wealth Concepts first reported a position in Lamb Weston in Q4 2018 and has held it in 26 quarters since.
  • Integrated Wealth Concepts's Lamb Weston position peaked at $1.78M in Q4 2023.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.