LOIM
LW icon

Liberty One Investment Management’s Lamb Weston LW Stock Holding History

Liberty One Investment Management’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 		$16.7M Sell
395,958
-20,208
-5% -$902K 1.73% 22
2025
Q4 		$17.4M Sell
416,166
-544,473
-57% -$32M 2.23% 20
2025
Q3 		$55.9M Buy
960,639
+444,328
+86% +$24.3M 3.14% 14
2025
Q2 		$26.8M Buy
516,311
+104,958
+26% +$5.62M 2.71% 16
2025
Q1 		$21.9M Buy
411,353
+61,085
+17% +$3.46M 2.22% 21
2024
Q4 		$23.4M Buy
350,268
+306,343
+697% +$22.9M 2.54% 18
2024
Q3 		$2.84M Buy
43,925
+4,806
+12% +$317K 0.29% 68
2024
Q2 		$3.29M Buy
39,119
+6,151
+19% +$525K 0.37% 67
2024
Q1 		$3.51M Buy
32,968
+1,994
+6% +$208K 0.4% 53
2023
Q4 		$3.35M Buy
30,974
+1,570
+5% +$151K 0.41% 45
2023
Q3 		$2.72M Buy
29,404
+1,352
+5% +$137K 0.39% 44
2023
Q2 		$3.22M Sell
28,052
-1,564
-5% -$174K 0.42% 34
2023
Q1 		$3.1M Buy
29,616
+686
+2% +$67.8K 0.42% 31
2022
Q4 		$2.59M Sell
28,930
-1,030
-3% -$87.6K 0.37% 36
2022
Q3 		$2.32M Buy
29,960
+11,492
+62% +$899K 0.38% 32
2022
Q2 		$1.49M Sell
18,468
-9,944
-35% -$657K 0.25% 72
2022
Q1 		$1.7M Buy
28,412
+3,536
+14% +$220K 0.26% 72
2021
Q4 		$1.58M Buy
24,876
+4,257
+21% +$246K 0.24% 73
2021
Q3 		$1.26M Buy
20,619
+2,151
+12% +$146K 0.22% 76
2021
Q2 		$1.49M Buy
18,468
+1,858
+11% +$149K 0.25% 72
2021
Q1 		$1.29M Buy
+16,610
New +$1.31M 0.23% 75

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

Liberty One Investment Management's LW Position: Q1 2026 in Review

Liberty One Investment Management reduced its Lamb Weston (LW) stake by 4.9% in Q1 2026, selling an estimated $902K and leaving 395,958 shares worth $16.7M. The position accounts for 1.73% of the portfolio, ranked #22.

Liberty One Investment Management first reported a position in LW in Q1 2021 and has held it in 21 quarters since. The position peaked at $55.9M in Q3 2025. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Liberty One Investment Management held 395,958 shares of Lamb Weston worth $16.7M as of Q1 2026.
  • Liberty One Investment Management sold 20,208 Lamb Weston shares in Q1 2026, an estimated $902K.
  • Lamb Weston made up 1.73% of Liberty One Investment Management's portfolio in Q1 2026, its #22 holding.
  • Liberty One Investment Management first reported a position in Lamb Weston in Q1 2021 and has held it in 21 quarters since.
  • Liberty One Investment Management's Lamb Weston position peaked at $55.9M in Q3 2025.
  • 561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.