J.W. Burns & Co’s Lamb Weston LW Stock Holding History

J.W. Burns & Co’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 Q1	–	Sell	-3,442	Closed	-$230K	–	189
2024 Q4	$230K	Sell	3,442 -1,225	-26%	-$91.4K	0.03%	181
2024 Q3	$302K	Hold	4,667	–	–	0.04%	158
2024 Q2	$392K	Hold	4,667	–	–	0.05%	147
2024 Q1	$497K	Buy	4,667 +1,225	+36%	+$127K	0.07%	138
2023 Q4	$372K	Hold	3,442	–	–	0.06%	147
2023 Q3	$318K	Hold	3,442	–	–	0.05%	150
2023 Q2	$396K	Hold	3,442	–	–	0.06%	132
2023 Q1	$360K	Hold	3,442	–	–	0.06%	139
2022 Q4	$308K	Hold	3,442	–	–	0.06%	148
2022 Q3	$266K	Hold	3,442	–	–	0.05%	149
2022 Q2	$246K	Hold	3,442	–	–	0.05%	149
2022 Q1	$206K	Hold	3,442	–	–	0.03%	174
2021 Q4	$218K	Hold	3,442	–	–	0.03%	180
2021 Q3	$211K	Sell	3,442 -100	-3%	-$6.77K	0.03%	178
2021 Q2	$286K	Hold	3,542	–	–	0.05%	158
2021 Q1	$274K	Hold	3,542	–	–	0.05%	159
2020 Q4	$279K	Hold	3,542	–	–	0.05%	149
2020 Q3	$235K	Hold	3,542	–	–	0.05%	149
2020 Q2	$226K	Hold	3,542	–	–	0.05%	143
2020 Q1	$202K	Hold	3,542	–	–	0.05%	138
2019 Q4	$305K	Hold	3,542	–	–	0.06%	138
2019 Q3	$258K	Hold	3,542	–	–	0.06%	145
2019 Q2	$224K	Hold	3,542	–	–	0.05%	157
2019 Q1	$265K	Sell	3,542 -64	-2%	-$4.53K	0.06%	142
2018 Q4	$265K	Buy	3,606 +64	+2%	+$4.9K	0.07%	134
2018 Q3	$236K	Hold	3,542	–	–	0.06%	153
2018 Q2	$243K	Hold	3,542	–	–	0.06%	151
2018 Q1	$206K	Buy	+3,542	New	+$200K	0.05%	154

Other funds holding LW

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

J.W. Burns & Co's LW Position: Q1 2025 in Review

J.W. Burns & Co sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 3,442 shares — an estimated $230K sold.

J.W. Burns & Co first reported a position in LW in Q1 2018 and held it in 28 quarters. The position peaked at $497K in Q1 2024. 634 funds tracked by Wall St. Rank hold LW as of Q1 2025.

J.W. Burns & Co reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
J.W. Burns & Co sold 3,442 Lamb Weston shares in Q1 2025, an estimated $230K.
J.W. Burns & Co first reported a position in Lamb Weston in Q1 2018 and held it in 28 quarters.
J.W. Burns & Co's Lamb Weston position peaked at $497K in Q1 2024.
634 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on J.W. Burns & Co's 13F filing for Q1 2025, filed 8 Apr 2025.