Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Lamb Weston LW Stock Holding History

Kovitz Investment Group Partners’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
-3,179
Closed -$212K – 1284
2024
Q4 		$212K Buy
+3,179
New +$237K ﹤0.01% 1153

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Kovitz Investment Group Partners's LW Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 3,179 shares — an estimated $212K sold.

Kovitz Investment Group Partners first reported a position in LW in Q4 2024 and held it in 1 quarter. The position peaked at $212K in Q4 2024. 633 funds tracked by Wall St. Rank hold LW as of Q1 2025.

  • Kovitz Investment Group Partners reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,179 Lamb Weston shares in Q1 2025, an estimated $212K.
  • Kovitz Investment Group Partners first reported a position in Lamb Weston in Q4 2024 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Lamb Weston position peaked at $212K in Q4 2024.
  • 633 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.