KFA
LW icon

Kapstone Financial Advisors’s Lamb Weston LW Stock Holding History

Kapstone Financial 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
2025
Q1 		– Sell
-4,388
Closed -$270K – 116
2024
Q4 		$270K Hold
4,388
– – 0.14% 84
2024
Q3 		$293K Hold
4,388
– – 0.18% 80
2024
Q2 		$369K Hold
4,388
– – 0.24% 68
2024
Q1 		$467K Hold
4,388
– – 0.32% 58
2023
Q4 		$461K Hold
4,388
– – 0.36% 55
2023
Q3 		$406K Sell
4,388
-2,500
-36% -$253K 0.37% 54
2023
Q2 		$711K Hold
6,888
– – 0.59% 32
2023
Q1 		$754K Hold
6,888
– – 0.68% 31
2022
Q4 		$669K Buy
+6,888
New +$586K 0.61% 35

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kapstone Financial Advisors's LW Position: Q1 2025 in Review

Kapstone Financial Advisors sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 4,388 shares — an estimated $270K sold.

Kapstone Financial Advisors first reported a position in LW in Q4 2022 and held it in 9 quarters. The position peaked at $754K in Q1 2023. 634 funds tracked by Wall St. Rank hold LW as of Q1 2025.

  • Kapstone Financial Advisors reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
  • Kapstone Financial Advisors sold 4,388 Lamb Weston shares in Q1 2025, an estimated $270K.
  • Kapstone Financial Advisors first reported a position in Lamb Weston in Q4 2022 and held it in 9 quarters.
  • Kapstone Financial Advisors's Lamb Weston position peaked at $754K in Q1 2023.
  • 634 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Kapstone Financial Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.