Matrix Trust Company’s Lamb Weston LW Stock Holding History

Matrix Trust Company’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	–	Sell	-295	Closed	-$12K	–	223
2025 Q4	$12K	Buy	+295	New	+$17.4K	﹤0.01%	200

Other funds holding LW

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CGC

Continental Grain Company New York $448M AUM 6.81% 1-Year Est. Return

Matrix Trust Company's LW Position: Q1 2026 in Review

Matrix Trust Company sold out of Lamb Weston (LW) in Q1 2026, closing a stake of 295 shares — an estimated $12K sold.

Matrix Trust Company first reported a position in LW in Q4 2025 and held it in 1 quarter. The position peaked at $12K in Q4 2025. 564 funds tracked by Wall St. Rank hold LW as of Q1 2026.

Matrix Trust Company reported no remaining Lamb Weston position as of Q1 2026 after selling out during the quarter.
Matrix Trust Company sold 295 Lamb Weston shares in Q1 2026, an estimated $12K.
Matrix Trust Company first reported a position in Lamb Weston in Q4 2025 and held it in 1 quarter.
Matrix Trust Company's Lamb Weston position peaked at $12K in Q4 2025.
564 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Matrix Trust Company's 13F filing for Q1 2026, filed 10 Apr 2026.