LMR Partners’s Lamb Weston LW Stock Holding History

LMR Partners’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 Q2	–	Sell	-14,260	Closed	-$764K	–	1536
2025 Q1	$760K	Sell	14,260 -370,740	-96%	-$21M	0.01%	839
2024 Q4	$25.7M	Buy	385,000 +234,000	+155%	+$17.5M	0.22%	92
2024 Q3	$9.78M	Buy	+151,000	New	+$9.97M	0.08%	218
2024 Q2	–	Sell	-100,584	Closed	-$10.7M	–	1218
2024 Q1	$10.7M	Buy	+100,584	New	+$10.5M	0.11%	173
2023 Q3	–	Sell	-2,893	Closed	-$333K	–	993
2023 Q2	$333K	Buy	+2,893	New	+$323K	﹤0.01%	543
2021 Q4	–	Sell	-4,902	Closed	-$301K	–	1224
2021 Q3	$301K	Sell	4,902 -714	-13%	-$48.3K	﹤0.01%	879
2021 Q2	$453K	Buy	5,616 +2,661	+90%	+$213K	0.01%	697
2021 Q1	$229K	Buy	+2,955	New	+$233K	0.01%	776
2020 Q1	–	Sell	-14,315	Closed	-$1.23M	–	361
2019 Q4	$1.23M	Buy	+14,315	New	+$1.15M	﹤0.01%	185
2018 Q4	–	Sell	-71,499	Closed	-$4.76M	–	419
2018 Q3	$4.76M	Buy	+71,499	New	+$4.91M	0.3%	74

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

LMR Partners's LW Position: Q2 2025 in Review

LMR Partners sold out of Lamb Weston (LW) in Q2 2025, closing a stake of 14,260 shares — an estimated $764K sold.

LMR Partners first reported a position in LW in Q3 2018 and held it in 10 quarters. The position peaked at $25.7M in Q4 2024. 621 funds tracked by Wall St. Rank hold LW as of Q2 2025.

LMR Partners reported no remaining Lamb Weston position as of Q2 2025 after selling out during the quarter.
LMR Partners sold 14,260 Lamb Weston shares in Q2 2025, an estimated $764K.
LMR Partners first reported a position in Lamb Weston in Q3 2018 and held it in 10 quarters.
LMR Partners's Lamb Weston position peaked at $25.7M in Q4 2024.
621 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2025.

Based on LMR Partners's 13F filing for Q2 2025, filed 14 Aug 2025.