LI
LW icon

Leeward Investments’s Lamb Weston LW Stock Holding History

Leeward Investments’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 		$5.33M Sell
123,517
-7,097
-5% -$306K 0.24% 135
2026
Q1 		$5.52M Sell
130,614
-4,499
-3% -$201K 0.27% 133
2025
Q4 		$5.66M Sell
135,113
-7,840
-5% -$461K 0.29% 131
2025
Q3 		$8.3M Sell
142,953
-5,172
-3% -$283K 0.42% 110
2025
Q2 		$7.68M Sell
148,125
-3,072
-2% -$165K 0.41% 116
2025
Q1 		$8.06M Sell
151,197
-5,276
-3% -$299K 0.43% 107
2024
Q4 		$10.5M Buy
156,473
+45,904
+42% +$3.42M 0.52% 85
2024
Q3 		$7.16M Sell
110,569
-28,655
-21% -$1.89M 0.33% 127
2024
Q2 		$11.7M Buy
139,224
+26,460
+23% +$2.26M 0.54% 90
2024
Q1 		$12M Sell
112,764
-20,641
-15% -$2.15M 0.53% 95
2023
Q4 		$14.4M Sell
133,405
-3,595
-3% -$346K 0.68% 66
2023
Q3 		$12.7M Sell
137,000
-1,486
-1% -$151K 0.65% 73
2023
Q2 		$15.9M Sell
138,486
-43,835
-24% -$4.89M 0.75% 47
2023
Q1 		$19.1M Sell
182,321
-3,120
-2% -$309K 0.87% 34
2022
Q4 		$16.6M Sell
185,441
-2,264
-1% -$193K 0.73% 56
2022
Q3 		$14.5M Sell
187,705
-1,560
-0.8% -$122K 0.69% 60
2022
Q2 		$13.5M Sell
189,265
-1,615
-0.8% -$107K 0.62% 66
2022
Q1 		$11.4M Buy
+190,880
New +$11.9M 0.45% 99

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

Leeward Investments's LW Position: Q2 2026 in Review

Leeward Investments reduced its Lamb Weston (LW) stake by 5.4% in Q2 2026, selling an estimated $306K and leaving 123,517 shares worth $5.33M. The position accounts for 0.24% of the portfolio, ranked #135.

Leeward Investments first reported a position in LW in Q1 2022 and has held it in 18 quarters since. The position peaked at $19.1M in Q1 2023. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Leeward Investments held 123,517 shares of Lamb Weston worth $5.33M as of Q2 2026.
  • Leeward Investments sold 7,097 Lamb Weston shares in Q2 2026, an estimated $306K.
  • Lamb Weston made up 0.24% of Leeward Investments's portfolio in Q2 2026, its #135 holding.
  • Leeward Investments first reported a position in Lamb Weston in Q1 2022 and has held it in 18 quarters since.
  • Leeward Investments's Lamb Weston position peaked at $19.1M in Q1 2023.
  • 558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.