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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
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 $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

Legacy Wealth Management (Idaho)'s LW Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Lamb Weston (LW) position steady in Q1 2026 at 2 shares worth $85. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Legacy Wealth Management (Idaho) first reported a position in LW in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.77K in Q3 2024. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 2 shares of Lamb Weston worth $85 as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Lamb Weston share count unchanged in Q1 2026.
  • Lamb Weston made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #1013 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Lamb Weston in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Lamb Weston position peaked at $7.77K in Q3 2024.
  • 561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.