LWIC
LW icon

Leith Wheeler Investment Counsel’s Lamb Weston LW Stock Holding History

Leith Wheeler Investment Counsel’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
Q1 		– Sell
-161,851
Closed -$10.8M – 79
2024
Q4 		$10.8M Sell
161,851
-5,784
-3% -$432K 0.78% 32
2024
Q3 		$10.9M Buy
167,635
+35,658
+27% +$2.35M 0.76% 34
2024
Q2 		$11.1M Buy
+131,977
New +$11.3M 0.96% 30

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Leith Wheeler Investment Counsel's LW Position: Q1 2025 in Review

Leith Wheeler Investment Counsel sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 161,851 shares — an estimated $10.8M sold.

Leith Wheeler Investment Counsel first reported a position in LW in Q2 2024 and held it in 3 quarters. The position peaked at $11.1M in Q2 2024. 634 funds tracked by Wall St. Rank hold LW as of Q1 2025.

  • Leith Wheeler Investment Counsel reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 161,851 Lamb Weston shares in Q1 2025, an estimated $10.8M.
  • Leith Wheeler Investment Counsel first reported a position in Lamb Weston in Q2 2024 and held it in 3 quarters.
  • Leith Wheeler Investment Counsel's Lamb Weston position peaked at $11.1M in Q2 2024.
  • 634 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2025, filed 13 May 2025.