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 Q2	$16.8M	Sell	389,194 -9,567	-2%	-$413K	0.06%	247
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

Jacobs Levy Equity Management's LW Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its Lamb Weston (LW) stake by 2.4% in Q2 2026, selling an estimated $413K and leaving 389,194 shares worth $16.8M. The position accounts for 0.06% of the portfolio, ranked #247.

Jacobs Levy Equity Management first reported a position in LW in Q4 2018 and has held it in 15 quarters since. The position peaked at $89.9M in Q4 2022. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.

Jacobs Levy Equity Management held 389,194 shares of Lamb Weston worth $16.8M as of Q2 2026.
Jacobs Levy Equity Management sold 9,567 Lamb Weston shares in Q2 2026, an estimated $413K.
Lamb Weston made up 0.06% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #247 holding.
Jacobs Levy Equity Management first reported a position in Lamb Weston in Q4 2018 and has held it in 15 quarters since.
Jacobs Levy Equity Management's Lamb Weston position peaked at $89.9M in Q4 2022.
558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.