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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 $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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

LGT Financial Advisors's LW Position: Q3 2025 in Review

LGT Financial Advisors sold out of Lamb Weston (LW) in Q3 2025, closing a stake of 2 shares — an estimated $104 sold.

LGT Financial Advisors first reported a position in LW in Q3 2023 and held it in 7 quarters. The position peaked at $7.67K in Q4 2023. 625 funds tracked by Wall St. Rank hold LW as of Q3 2025.

  • LGT Financial Advisors reported no remaining Lamb Weston position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 2 Lamb Weston shares in Q3 2025, an estimated $104.
  • LGT Financial Advisors first reported a position in Lamb Weston in Q3 2023 and held it in 7 quarters.
  • LGT Financial Advisors's Lamb Weston position peaked at $7.67K in Q4 2023.
  • 625 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.