LOIM
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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
Q2 		– Sell
-395,958
Closed -$16.7M – 158
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 $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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Liberty One Investment Management's LW Position: Q2 2026 in Review

Liberty One Investment Management sold out of Lamb Weston (LW) in Q2 2026, closing a stake of 395,958 shares — an estimated $16.7M sold.

Liberty One Investment Management first reported a position in LW in Q1 2021 and held it in 21 quarters. The position peaked at $55.9M in Q3 2025. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Liberty One Investment Management reported no remaining Lamb Weston position as of Q2 2026 after selling out during the quarter.
  • Liberty One Investment Management sold 395,958 Lamb Weston shares in Q2 2026, an estimated $16.7M.
  • Liberty One Investment Management first reported a position in Lamb Weston in Q1 2021 and held it in 21 quarters.
  • Liberty One Investment Management's Lamb Weston position peaked at $55.9M in Q3 2025.
  • 558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.