JWM
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JPL Wealth Management’s Lamb Weston LW Stock Holding History

JPL Wealth 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 		$3.68K Buy
+87
New +$3.88K ﹤0.01% 774
2025
Q4 		– Sell
-216
Closed -$12.5K – 689
2025
Q3 		$12.5K Buy
+216
New +$11.8K ﹤0.01% 495

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

JPL Wealth Management's LW Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Lamb Weston (LW) in Q1 2026: 87 shares worth $3.68K. The stake represents ﹤0.01% of the portfolio and ranks #774 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in LW as recently as Q3 2025.

JPL Wealth Management first reported a position in LW in Q3 2025 and has held it in 2 quarters since. The position peaked at $12.5K in Q3 2025. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • JPL Wealth Management held 87 shares of Lamb Weston worth $3.68K as of Q1 2026.
  • Lamb Weston was a new JPL Wealth Management position in Q1 2026.
  • Lamb Weston made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #774 holding.
  • JPL Wealth Management first reported a position in Lamb Weston in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Lamb Weston position peaked at $12.5K in Q3 2025.
  • 561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.