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Legacy Wealth Management (Idaho)’s Lamb Weston LW Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-2
Closed -$85 – 624
2026
Q1 		$85 Hold
2
– – ﹤0.01% 1013
2025
Q4 		$84 Sell
2
-1
-33% -$59 ﹤0.01% 902
2025
Q3 		$175 Hold
3
– – ﹤0.01% 744
2025
Q2 		$156 Hold
3
– – ﹤0.01% 722
2025
Q1 		$160 Sell
3
-4
-57% -$227 ﹤0.01% 778
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

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s LW Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Lamb Weston (LW) in Q2 2026, closing a stake of 2 shares — an estimated $85 sold.

Legacy Wealth Management (Idaho) first reported a position in LW in Q3 2024 and held it in 7 quarters. The position peaked at $7.77K in Q3 2024. 559 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Lamb Weston position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 2 Lamb Weston shares in Q2 2026, an estimated $85.
  • Legacy Wealth Management (Idaho) first reported a position in Lamb Weston in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Lamb Weston position peaked at $7.77K in Q3 2024.
  • 559 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.