Krilogy Financial’s Lamb Weston LW Stock Holding History

Krilogy Financial’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 Q3	$370K	Sell	7,366 -313	-4%	-$15.5K	0.01%	772
2026 Q2	$332K	Buy	7,679 +2,835	+59%	+$122K	0.01%	784
2026 Q1	$212K	Buy	+4,844	New	+$216K	0.01%	878
2024 Q3	–	Sell	-14,519	Closed	-$1.22M	–	227
2024 Q2	$1.22M	Buy	+14,519	New	+$1.24M	0.09%	148
2018 Q4	–	Sell	-44	Closed	-$3K	–	447
2018 Q3	$3K	Buy	+44	New	+$3.02K	﹤0.01%	681

Other funds holding LW

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Krilogy Financial's LW Position: Q3 2026 in Review

Krilogy Financial reduced its Lamb Weston (LW) stake by 4.1% in Q3 2026, selling an estimated $15.5K and leaving 7,366 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #772.

Krilogy Financial first reported a position in LW in Q3 2018 and has held it in 5 quarters since. The position peaked at $1.22M in Q2 2024. 117 funds tracked by Wall St. Rank hold LW as of Q3 2026.

Krilogy Financial held 7,366 shares of Lamb Weston worth $370K as of Q3 2026.
Krilogy Financial sold 313 Lamb Weston shares in Q3 2026, an estimated $15.5K.
Lamb Weston made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #772 holding.
Krilogy Financial first reported a position in Lamb Weston in Q3 2018 and has held it in 5 quarters since.
Krilogy Financial's Lamb Weston position peaked at $1.22M in Q2 2024.
117 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.