KF
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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
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

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

Krilogy Financial's LW Position: Q2 2026 in Review

Krilogy Financial increased its Lamb Weston (LW) stake by 59% in Q2 2026, buying an estimated $122K and bringing the position to 7,679 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #784.

Krilogy Financial first reported a position in LW in Q3 2018 and has held it in 4 quarters since. The position peaked at $1.22M in Q2 2024. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Krilogy Financial held 7,679 shares of Lamb Weston worth $332K as of Q2 2026.
  • Krilogy Financial bought 2,835 Lamb Weston shares in Q2 2026, an estimated $122K.
  • Lamb Weston made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #784 holding.
  • Krilogy Financial first reported a position in Lamb Weston in Q3 2018 and has held it in 4 quarters since.
  • Krilogy Financial's Lamb Weston position peaked at $1.22M in Q2 2024.
  • 558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.