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LifeSteps Financial’s Lamb Weston LW Stock Holding History

LifeSteps Financial’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 		$1.36K Buy
+31
New +$1.34K ﹤0.01% 715
2024
Q2 		– Sell
-30
Closed -$3.17K – 263
2024
Q1 		$3.17K Buy
+30
New +$3.12K ﹤0.01% 371

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

LifeSteps Financial's LW Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Lamb Weston (LW) in Q2 2026: 31 shares worth $1.36K. The stake represents ﹤0.01% of the portfolio and ranks #715 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in LW as recently as Q1 2024.

LifeSteps Financial first reported a position in LW in Q1 2024 and has held it in 2 quarters since. The position peaked at $3.17K in Q1 2024. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • LifeSteps Financial held 31 shares of Lamb Weston worth $1.36K as of Q2 2026.
  • Lamb Weston was a new LifeSteps Financial position in Q2 2026.
  • Lamb Weston made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #715 holding.
  • LifeSteps Financial first reported a position in Lamb Weston in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Lamb Weston position peaked at $3.17K in Q1 2024.
  • 558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.