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London Company of Virginia’s Lamb Weston LW Stock Holding History

London Company of Virginia’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 		$83.2M Sell
1,969,879
-108,912
-5% -$4.86M 0.51% 61
2025
Q4 		$87.1M Sell
2,078,791
-310,220
-13% -$18.3M 0.5% 61
2025
Q3 		$139M Sell
2,389,011
-101,342
-4% -$5.54M 0.77% 54
2025
Q2 		$129M Sell
2,490,353
-36,094
-1% -$1.93M 0.73% 55
2025
Q1 		$135M Sell
2,526,447
-159,171
-6% -$9.01M 0.77% 54
2024
Q4 		$179M Sell
2,685,618
-19,158
-0.7% -$1.43M 0.98% 48
2024
Q3 		$175M Buy
2,704,776
+62,466
+2% +$4.12M 0.92% 52
2024
Q2 		$222M Sell
2,642,310
-12,357
-0.5% -$1.05M 1.25% 27
2024
Q1 		$283M Buy
2,654,667
+34,032
+1% +$3.54M 1.49% 24
2023
Q4 		$283M Buy
2,620,635
+14,117
+0.5% +$1.36M 1.59% 21
2023
Q3 		$241M Sell
2,606,518
-92,886
-3% -$9.42M 1.45% 27
2023
Q2 		$310M Sell
2,699,404
-116,051
-4% -$12.9M 1.76% 18
2023
Q1 		$294M Sell
2,815,455
-753,633
-21% -$74.5M 1.7% 19
2022
Q4 		$319M Sell
3,569,088
-53,417
-1% -$4.54M 1.88% 15
2022
Q3 		$280M Sell
3,622,505
-72,273
-2% -$5.65M 1.78% 18
2022
Q2 		$264M Sell
3,694,778
-40,530
-1% -$2.68M 1.61% 22
2022
Q1 		$224M Buy
3,735,308
+33,593
+0.9% +$2.09M 1.18% 34
2021
Q4 		$235M Buy
3,701,715
+1,055,579
+40% +$60.9M 1.18% 35
2021
Q3 		$162M Sell
2,646,136
-170,608
-6% -$11.6M 0.89% 46
2021
Q2 		$227M Buy
2,816,744
+142,171
+5% +$11.4M 1.21% 37
2021
Q1 		$207M Buy
2,674,573
+47,182
+2% +$3.72M 1.19% 37
2020
Q4 		$207M Buy
2,627,391
+122,124
+5% +$8.89M 1.29% 34
2020
Q3 		$166M Buy
2,505,267
+177,859
+8% +$11.4M 1.18% 38
2020
Q2 		$149M Buy
2,327,408
+670,128
+40% +$40.5M 1.16% 39
2020
Q1 		$94.6M Buy
1,657,280
+322,792
+24% +$26.5M 0.9% 41
2019
Q4 		$115M Buy
1,334,488
+76,301
+6% +$6.15M 0.88% 40
2019
Q3 		$91.5M Buy
1,258,187
+63,662
+5% +$4.37M 0.75% 45
2019
Q2 		$75.7M Buy
1,194,525
+22,997
+2% +$1.52M 0.65% 48
2019
Q1 		$87.8M Buy
1,171,528
+376,164
+47% +$26.6M 0.75% 45
2018
Q4 		$58.5M Sell
795,364
-90,545
-10% -$6.93M 0.56% 54
2018
Q3 		$59M Sell
885,909
-16,304
-2% -$1.12M 0.46% 61
2018
Q2 		$61.8M Sell
902,213
-23,524
-3% -$1.54M 0.5% 60
2018
Q1 		$53.9M Sell
925,737
-261,701
-22% -$14.8M 0.43% 66
2017
Q4 		$67M Buy
1,187,438
+172,679
+17% +$9.1M 0.49% 58
2017
Q3 		$47.6M Sell
1,014,759
-48,332
-5% -$2.17M 0.34% 75
2017
Q2 		$46.8M Sell
1,063,091
-34,568
-3% -$1.52M 0.32% 78
2017
Q1 		$46.2M Buy
+1,097,659
New +$43.3M 0.3% 78

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 $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 $3.37T AUM 44.26% 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

London Company of Virginia's LW Position: Q1 2026 in Review

London Company of Virginia reduced its Lamb Weston (LW) stake by 5.2% in Q1 2026, selling an estimated $4.86M and leaving 1,969,879 shares worth $83.2M. The position accounts for 0.51% of the portfolio, ranked #61.

London Company of Virginia first reported a position in LW in Q1 2017 and has held it in 37 quarters since. The position peaked at $319M in Q4 2022. 564 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • London Company of Virginia held 1,969,879 shares of Lamb Weston worth $83.2M as of Q1 2026.
  • London Company of Virginia sold 108,912 Lamb Weston shares in Q1 2026, an estimated $4.86M.
  • Lamb Weston made up 0.51% of London Company of Virginia's portfolio in Q1 2026, its #61 holding.
  • London Company of Virginia first reported a position in Lamb Weston in Q1 2017 and has held it in 37 quarters since.
  • London Company of Virginia's Lamb Weston position peaked at $319M in Q4 2022.
  • 564 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on London Company of Virginia's 13F filing for Q1 2026, filed 15 May 2026.