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Kestra Private Wealth Services’s Lamb Weston LW Stock Holding History

Kestra Private Wealth 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
Q2 		– Sell
-11,325
Closed -$479K – 1879
2026
Q1 		$479K Sell
11,325
-4,051
-26% -$181K 0.01% 1233
2025
Q4 		$644K Buy
15,376
+754
+5% +$44.4K 0.01% 1022
2025
Q3 		$849K Sell
14,622
-81
-0.6% -$4.43K 0.01% 849
2025
Q2 		$762K Buy
14,703
+10,372
+239% +$555K 0.01% 845
2025
Q1 		$231K Buy
+4,331
New +$245K ﹤0.01% 1315
2024
Q3 		– Sell
-3,537
Closed -$297K – 1423
2024
Q2 		$297K Buy
3,537
+605
+21% +$51.6K 0.01% 1049
2024
Q1 		$312K Buy
2,932
+14
+0.5% +$1.46K 0.01% 995
2023
Q4 		$315K Buy
2,918
+53
+2% +$5.1K 0.01% 923
2023
Q3 		$265K Sell
2,865
-1
-0% -$101 0.01% 920
2023
Q2 		$329K Buy
2,866
+418
+17% +$46.6K 0.01% 787
2023
Q1 		$256K Buy
2,448
+155
+7% +$15.3K 0.01% 836
2022
Q4 		$205K Buy
+2,293
New +$195K 0.01% 796

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

Kestra Private Wealth Services's LW Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of Lamb Weston (LW) in Q2 2026, closing a stake of 11,325 shares — an estimated $479K sold.

Kestra Private Wealth Services first reported a position in LW in Q4 2022 and held it in 12 quarters. The position peaked at $849K in Q3 2025. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining Lamb Weston position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 11,325 Lamb Weston shares in Q2 2026, an estimated $479K.
  • Kestra Private Wealth Services first reported a position in Lamb Weston in Q4 2022 and held it in 12 quarters.
  • Kestra Private Wealth Services's Lamb Weston position peaked at $849K in Q3 2025.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.