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
Q2 		$4.53K Buy
105
+18
+21% +$776 ﹤0.01% 803
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 $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

JPL Wealth Management's LW Position: Q2 2026 in Review

JPL Wealth Management increased its Lamb Weston (LW) stake by 21% in Q2 2026, buying an estimated $776 and bringing the position to 105 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

JPL Wealth Management first reported a position in LW in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.5K in Q3 2025. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • JPL Wealth Management held 105 shares of Lamb Weston worth $4.53K as of Q2 2026.
  • JPL Wealth Management bought 18 Lamb Weston shares in Q2 2026, an estimated $776.
  • Lamb Weston made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #803 holding.
  • JPL Wealth Management first reported a position in Lamb Weston in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Lamb Weston position peaked at $12.5K in Q3 2025.
  • 558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.