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Kestra Advisory Services’s Lamb Weston LW Stock Holding History

Kestra Advisory Services’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 		– Sell
-5,775
Closed -$242K – 3854
2025
Q4 		$242K Sell
5,775
-2,176
-27% -$128K ﹤0.01% 2722
2025
Q3 		$462K Buy
7,951
+1,330
+20% +$72.7K ﹤0.01% 2119
2025
Q2 		$343K Buy
6,621
+387
+6% +$20.7K ﹤0.01% 2255
2025
Q1 		$332K Buy
6,234
+1,051
+20% +$59.5K ﹤0.01% 2095
2024
Q4 		$346K Sell
5,183
-2,786
-35% -$208K ﹤0.01% 2128
2024
Q3 		$516K Buy
7,969
+1,847
+30% +$122K ﹤0.01% 1748
2024
Q2 		$475K Buy
6,122
+620
+11% +$52.9K ﹤0.01% 1805
2024
Q1 		$586K Sell
5,502
-276
-5% -$28.7K ﹤0.01% 1559
2023
Q4 		$625K Buy
5,778
+526
+10% +$50.7K 0.01% 1394
2023
Q3 		$486K Buy
5,252
+223
+4% +$22.6K ﹤0.01% 1386
2023
Q2 		$578K Buy
5,029
+134
+3% +$14.9K 0.01% 1255
2023
Q1 		$512K Sell
4,895
-1,712
-26% -$169K 0.01% 1265
2022
Q4 		$590K Buy
6,607
+665
+11% +$56.6K 0.01% 1308
2022
Q3 		$460K Sell
5,942
-1,971
-25% -$154K ﹤0.01% 1363
2022
Q2 		$565K Buy
7,913
+2,660
+51% +$176K 0.01% 1258
2022
Q1 		$315K Sell
5,253
-145
-3% -$9.01K ﹤0.01% 1564
2021
Q4 		$342K Sell
5,398
-608
-10% -$35.1K ﹤0.01% 1533
2021
Q3 		$369K Buy
6,006
+155
+3% +$10.5K ﹤0.01% 1544
2021
Q2 		$472K Sell
5,851
-2,004
-26% -$161K 0.01% 1306
2021
Q1 		$609K Buy
7,855
+958
+14% +$75.5K 0.01% 1100
2020
Q4 		$534K Buy
6,897
+6,819
+8,742% +$497K 0.01% 1173
2020
Q3 		$341K Buy
+78
New +$5K 0.01% 1046

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CGC
Continental Grain Company New York $448M AUM 6.81% 1-Year Est. Return

Kestra Advisory Services's LW Position: Q1 2026 in Review

Kestra Advisory Services sold out of Lamb Weston (LW) in Q1 2026, closing a stake of 5,775 shares — an estimated $242K sold.

Kestra Advisory Services first reported a position in LW in Q3 2020 and held it in 22 quarters. The position peaked at $625K in Q4 2023. 567 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Kestra Advisory Services reported no remaining Lamb Weston position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 5,775 Lamb Weston shares in Q1 2026, an estimated $242K.
  • Kestra Advisory Services first reported a position in Lamb Weston in Q3 2020 and held it in 22 quarters.
  • Kestra Advisory Services's Lamb Weston position peaked at $625K in Q4 2023.
  • 567 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.