JWA
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JFS Wealth Advisors’s Lamb Weston LW Stock Holding History

JFS Wealth Advisors’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 		$4.79K Buy
111
+47
+73% +$2.03K ﹤0.01% 1287
2026
Q1 		$2.71K Sell
64
-176
-73% -$7.86K ﹤0.01% 1421
2025
Q4 		$10.1K Buy
240
+197
+458% +$11.6K ﹤0.01% 970
2025
Q3 		$2.5K Sell
43
-20
-32% -$1.09K ﹤0.01% 1378
2025
Q2 		$3.27K Buy
63
+19
+43% +$1.02K ﹤0.01% 1238
2025
Q1 		$2.35K Sell
44
-13
-23% -$736 ﹤0.01% 1411
2024
Q4 		$3.81K Sell
57
-9
-14% -$671 ﹤0.01% 1226
2024
Q3 		$4.27K Sell
66
-11
-14% -$726 ﹤0.01% 1177
2024
Q2 		$6.47K Sell
77
-3
-4% -$256 ﹤0.01% 953
2024
Q1 		$8.52K Hold
80
– – ﹤0.01% 874
2023
Q4 		$8.65K Buy
80
+11
+16% +$1.06K ﹤0.01% 823
2023
Q3 		$6.38K Sell
69
-1
-1% -$101 ﹤0.01% 894
2023
Q2 		$8.05K Hold
70
– – ﹤0.01% 799
2023
Q1 		$7.32K Sell
70
-3
-4% -$297 ﹤0.01% 839
2022
Q4 		$6.52K Hold
73
– – ﹤0.01% 883
2022
Q3 		$6K Buy
73
+5
+7% +$391 ﹤0.01% 926
2022
Q2 		$5K Buy
68
+27
+66% +$1.78K ﹤0.01% 991
2022
Q1 		$2K Buy
41
+24
+141% +$1.49K ﹤0.01% 1442
2021
Q4 		$1K Buy
+17
New +$981 ﹤0.01% 1443

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
SV
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
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

JFS Wealth Advisors's LW Position: Q2 2026 in Review

JFS Wealth Advisors increased its Lamb Weston (LW) stake by 73% in Q2 2026, buying an estimated $2.03K and bringing the position to 111 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

JFS Wealth Advisors first reported a position in LW in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.1K in Q4 2025. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • JFS Wealth Advisors held 111 shares of Lamb Weston worth $4.79K as of Q2 2026.
  • JFS Wealth Advisors bought 47 Lamb Weston shares in Q2 2026, an estimated $2.03K.
  • Lamb Weston made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1287 holding.
  • JFS Wealth Advisors first reported a position in Lamb Weston in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Lamb Weston position peaked at $10.1K in Q4 2025.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.