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LRI Investments’s Lamb Weston LW Stock Holding History

LRI Investments’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 		$432 Sell
10
-67
-87% -$2.89K ﹤0.01% 1570
2026
Q1 		$3.25K Sell
77
-48
-38% -$2.14K ﹤0.01% 1188
2025
Q4 		$5.24K Sell
125
-66
-35% -$3.88K ﹤0.01% 1034
2025
Q3 		$11.1K Buy
191
+129
+208% +$7.05K ﹤0.01% 849
2025
Q2 		$3.21K Buy
+62
New +$3.32K ﹤0.01% 1101
2024
Q3 		– Sell
-2,903
Closed -$244K – 1183
2024
Q2 		$244K Buy
+2,903
New +$248K 0.03% 212

Other funds holding LW

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

LRI Investments's LW Position: Q2 2026 in Review

LRI Investments reduced its Lamb Weston (LW) stake by 87% in Q2 2026, selling an estimated $2.89K and leaving 10 shares worth $432. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

LRI Investments first reported a position in LW in Q2 2024 and has held it in 6 quarters since. The position peaked at $244K in Q2 2024. 195 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • LRI Investments held 10 shares of Lamb Weston worth $432 as of Q2 2026.
  • LRI Investments sold 67 Lamb Weston shares in Q2 2026, an estimated $2.89K.
  • Lamb Weston made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1570 holding.
  • LRI Investments first reported a position in Lamb Weston in Q2 2024 and has held it in 6 quarters since.
  • LRI Investments's Lamb Weston position peaked at $244K in Q2 2024.
  • 195 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.