Jones Financial Companies
LW icon

Jones Financial Companies’s Lamb Weston LW Stock Holding History

Jones Financial Companies’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 		$3.77M Sell
83,417
-181,671
-69% -$7.83M ﹤0.01% 1314
2026
Q1 		$11M Buy
265,088
+260,022
+5,133% +$11.6M 0.01% 791
2025
Q4 		$212K Sell
5,066
-885
-15% -$52.1K ﹤0.01% 1885
2025
Q3 		$329K Sell
5,951
-1,422
-19% -$77.7K ﹤0.01% 1578
2025
Q2 		$392K Buy
7,373
+2,123
+40% +$114K ﹤0.01% 1377
2025
Q1 		$282K Buy
5,250
+279
+6% +$15.8K ﹤0.01% 1355
2024
Q4 		$332K Buy
4,971
+1,931
+64% +$144K ﹤0.01% 1153
2024
Q3 		$198K Buy
3,040
+2,690
+769% +$178K ﹤0.01% 1136
2024
Q2 		$29.5K Buy
350
+70
+25% +$5.97K ﹤0.01% 1422
2024
Q1 		$29.8K Buy
280
+82
+41% +$8.53K ﹤0.01% 824
2023
Q4 		$21.4K Buy
+198
New +$19.1K ﹤0.01% 579
2023
Q2 		– Sell
-33
Closed -$3.45K – 568
2023
Q1 		$3.45K Buy
+33
New +$3.26K ﹤0.01% 539
2022
Q1 		– Sell
-346
Closed -$22K – 783
2021
Q4 		$22K Buy
346
+160
+86% +$9.23K ﹤0.01% 453
2021
Q3 		$11K Hold
186
– – ﹤0.01% 487
2021
Q2 		$15K Sell
186
-85
-31% -$6.81K ﹤0.01% 430
2021
Q1 		$21K Buy
271
+98
+57% +$7.73K ﹤0.01% 453
2020
Q4 		$14K Buy
+173
New +$12.6K ﹤0.01% 399

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

Jones Financial Companies's LW Position: Q2 2026 in Review

Jones Financial Companies reduced its Lamb Weston (LW) stake by 69% in Q2 2026, selling an estimated $7.83M and leaving 83,417 shares worth $3.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Jones Financial Companies first reported a position in LW in Q4 2020 and has held it in 17 quarters since. The position peaked at $11M in Q1 2026. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Jones Financial Companies held 83,417 shares of Lamb Weston worth $3.77M as of Q2 2026.
  • Jones Financial Companies sold 181,671 Lamb Weston shares in Q2 2026, an estimated $7.83M.
  • Lamb Weston made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1314 holding.
  • Jones Financial Companies first reported a position in Lamb Weston in Q4 2020 and has held it in 17 quarters since.
  • Jones Financial Companies's Lamb Weston position peaked at $11M in Q1 2026.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.