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Legacy Investment Solutions’s Lamb Weston LW Stock Holding History

Legacy Investment Solutions’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
Q2 		$156 Buy
+3
New +$161 ﹤0.01% 722
2024
Q4 		$413 Sell
7
-90
-93% -$6.71K ﹤0.01% 681
2024
Q3 		$7.77K Buy
+97
New +$6.41K ﹤0.01% 353

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Legacy Investment Solutions's LW Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Lamb Weston (LW) in Q2 2025: 3 shares worth $156. The stake represents ﹤0.01% of the portfolio and ranks #722 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in LW as recently as Q4 2024.

Legacy Investment Solutions first reported a position in LW in Q3 2024 and has held it in 3 quarters since. The position peaked at $7.77K in Q3 2024. 621 funds tracked by Wall St. Rank hold LW as of Q2 2025.

  • Legacy Investment Solutions held 3 shares of Lamb Weston worth $156 as of Q2 2025.
  • Lamb Weston was a new Legacy Investment Solutions position in Q2 2025.
  • Lamb Weston made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #722 holding.
  • Legacy Investment Solutions first reported a position in Lamb Weston in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Lamb Weston position peaked at $7.77K in Q3 2024.
  • 621 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.