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Iron Horse Wealth Management’s Lamb Weston LW Stock Holding History

Iron Horse 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
2025
Q2 		$104K Hold
1,998
– – 0.03% 88
2025
Q1 		$106K Hold
1,998
– – 0.03% 73
2024
Q4 		$134K Buy
1,998
+666
+50% +$49.7K 0.04% 65
2024
Q3 		$86.2K Buy
1,332
+666
+100% +$44K 0.03% 73
2024
Q2 		$56K Hold
666
– – 0.02% 94
2024
Q1 		$70.9K Buy
+666
New +$69.3K 0.03% 73

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

Iron Horse Wealth Management's LW Position: Q2 2025 in Review

Iron Horse Wealth Management held its Lamb Weston (LW) position steady in Q2 2025 at 1,998 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #88.

Iron Horse Wealth Management first reported a position in LW in Q1 2024 and has held it in 6 quarters since. The position peaked at $134K in Q4 2024. 621 funds tracked by Wall St. Rank hold LW as of Q2 2025.

  • Iron Horse Wealth Management held 1,998 shares of Lamb Weston worth $104K as of Q2 2025.
  • Iron Horse Wealth Management left its Lamb Weston share count unchanged in Q2 2025.
  • Lamb Weston made up 0.03% of Iron Horse Wealth Management's portfolio in Q2 2025, its #88 holding.
  • Iron Horse Wealth Management first reported a position in Lamb Weston in Q1 2024 and has held it in 6 quarters since.
  • Iron Horse Wealth Management's Lamb Weston position peaked at $134K in Q4 2024.
  • 621 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.