Jacobs Levy Equity Management
LW icon

Jacobs Levy Equity Management’s Lamb Weston LW Stock Holding History

Jacobs Levy Equity 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
Q1 		$16.9M Buy
398,761
+391,933
+5,740% +$17.5M 0.07% 230
2025
Q4 		$286K Buy
6,828
+1,272
+23% +$74.9K ﹤0.01% 864
2025
Q3 		$323K Sell
5,556
-19,652
-78% -$1.07M ﹤0.01% 871
2025
Q2 		$1.31M Buy
+25,208
New +$1.35M 0.01% 710
2025
Q1 		– Sell
-4,458
Closed -$298K – 1155
2024
Q4 		$298K Sell
4,458
-24
-0.5% -$1.79K ﹤0.01% 869
2024
Q3 		$290K Buy
+4,482
New +$296K ﹤0.01% 890
2023
Q4 		– Sell
-511,149
Closed -$47.3M – 1035
2023
Q3 		$47.3M Sell
511,149
-19,280
-4% -$1.95M 0.28% 80
2023
Q2 		$61M Sell
530,429
-307,576
-37% -$34.3M 0.35% 76
2023
Q1 		$87.6M Sell
838,005
-168,469
-17% -$16.7M 0.54% 41
2022
Q4 		$89.9M Sell
1,006,474
-611
-0.1% -$52K 0.61% 34
2022
Q3 		$77.9M Buy
1,007,085
+881,080
+699% +$68.9M 0.62% 27
2022
Q2 		$9M Buy
+126,005
New +$8.32M 0.07% 298
2019
Q2 		– Sell
-18,020
Closed -$1.35M – 991
2019
Q1 		$1.35M Buy
18,020
+3,500
+24% +$248K 0.02% 595
2018
Q4 		$1.07M Buy
+14,520
New +$1.11M 0.02% 583

Other funds holding LW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGC
Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return

Jacobs Levy Equity Management's LW Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its Lamb Weston (LW) stake by 5,740% in Q1 2026, buying an estimated $17.5M and bringing the position to 398,761 shares worth $16.9M. The position accounts for 0.07% of the portfolio, ranked #230.

Jacobs Levy Equity Management first reported a position in LW in Q4 2018 and has held it in 14 quarters since. The position peaked at $89.9M in Q4 2022. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Jacobs Levy Equity Management held 398,761 shares of Lamb Weston worth $16.9M as of Q1 2026.
  • Jacobs Levy Equity Management bought 391,933 Lamb Weston shares in Q1 2026, an estimated $17.5M.
  • Lamb Weston made up 0.07% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #230 holding.
  • Jacobs Levy Equity Management first reported a position in Lamb Weston in Q4 2018 and has held it in 14 quarters since.
  • Jacobs Levy Equity Management's Lamb Weston position peaked at $89.9M in Q4 2022.
  • 561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.