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Maridea Wealth Management’s Lamb Weston LW Stock Holding History

Maridea Wealth 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
2025
Q4 		– Sell
-3,488
Closed -$229K – 435
2025
Q3 		$229K Sell
3,488
-1,938
-36% -$106K 0.04% 381
2025
Q2 		$281K Buy
+5,426
New +$291K 0.07% 224

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Maridea Wealth Management's LW Position: Q4 2025 in Review

Maridea Wealth Management sold out of Lamb Weston (LW) in Q4 2025, closing a stake of 3,488 shares — an estimated $229K sold.

Maridea Wealth Management first reported a position in LW in Q2 2025 and held it in 2 quarters. The position peaked at $281K in Q2 2025. 624 funds tracked by Wall St. Rank hold LW as of Q4 2025.

  • Maridea Wealth Management reported no remaining Lamb Weston position as of Q4 2025 after selling out during the quarter.
  • Maridea Wealth Management sold 3,488 Lamb Weston shares in Q4 2025, an estimated $229K.
  • Maridea Wealth Management first reported a position in Lamb Weston in Q2 2025 and held it in 2 quarters.
  • Maridea Wealth Management's Lamb Weston position peaked at $281K in Q2 2025.
  • 624 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2025.

Based on Maridea Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.