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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGC
Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return

Krilogy Financial's LW Position: Q1 2026 in Review

Krilogy Financial opened a new position in Lamb Weston (LW) in Q1 2026: 4,844 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #878 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in LW as recently as Q2 2024.

Krilogy Financial first reported a position in LW in Q3 2018 and has held it in 3 quarters since. The position peaked at $1.22M in Q2 2024. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Krilogy Financial held 4,844 shares of Lamb Weston worth $212K as of Q1 2026.
  • Lamb Weston was a new Krilogy Financial position in Q1 2026.
  • Lamb Weston made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #878 holding.
  • Krilogy Financial first reported a position in Lamb Weston in Q3 2018 and has held it in 3 quarters since.
  • Krilogy Financial's Lamb Weston position peaked at $1.22M in Q2 2024.
  • 561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.