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LGT Financial Advisors’s Lamb Weston LW Stock Holding History

LGT Financial Advisors’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
Q3 		– Sell
-2
Closed -$104 – 541
2025
Q2 		$104 Buy
+2
New +$107 ﹤0.01% 594
2025
Q1 		– Sell
-30
Closed -$2K – 553
2024
Q4 		$2K Hold
30
– – ﹤0.01% 677
2024
Q3 		$1.94K Hold
30
– – ﹤0.01% 662
2024
Q2 		$2.52K Hold
30
– – 0.01% 719
2024
Q1 		$3.2K Sell
30
-41
-58% -$4.27K ﹤0.01% 687
2023
Q4 		$7.67K Hold
71
– – 0.01% 538
2023
Q3 		$6.57K Buy
+71
New +$7.2K 0.01% 564

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return