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Jeffrey Smith’s Lamb Weston LW Stock Holding History

Jeffrey Smith’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 		$248M Sell
5,733,982
-381,000
-6% -$16.4M 5.47% 10
2026
Q1 		$258M Buy
+6,114,982
New +$273M 5.65% 8

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
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
CGC
Continental Grain Company New York $448M AUM 6.81% 1-Year Est. Return

Jeffrey Smith's LW Position: Q2 2026 in Review

Jeffrey Smith reduced its Lamb Weston (LW) stake by 6.2% in Q2 2026, selling an estimated $16.4M and leaving 5,733,982 shares worth $248M. The position accounts for 5.47% of the portfolio, ranked #10.

Jeffrey Smith first reported a position in LW in Q1 2026 and has held it in 2 quarters since. The position peaked at $258M in Q1 2026. 554 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Jeffrey Smith held 5,733,982 shares of Lamb Weston worth $248M as of Q2 2026.
  • Jeffrey Smith sold 381,000 Lamb Weston shares in Q2 2026, an estimated $16.4M.
  • Lamb Weston made up 5.47% of Jeffrey Smith's portfolio in Q2 2026, its #10 holding.
  • Jeffrey Smith first reported a position in Lamb Weston in Q1 2026 and has held it in 2 quarters since.
  • Jeffrey Smith's Lamb Weston position peaked at $258M in Q1 2026.
  • 554 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Starboard Value's 13F filing for Q2 2026, filed 14 Aug 2026.