MHR
LW icon

Matthew Hamilton Rosenberg’s Lamb Weston LW Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$11.9K Hold
285
– – ﹤0.01% 616
2026
Q2 		$12.3K Hold
285
– – ﹤0.01% 598
2026
Q1 		$12K Hold
285
– – ﹤0.01% 593
2025
Q4 		$11.9K Hold
285
– – ﹤0.01% 606
2025
Q3 		$16.6K Sell
285
-3
-1% -$164 ﹤0.01% 576
2025
Q2 		$14.9K Sell
288
-76
-21% -$4.07K ﹤0.01% 606
2025
Q1 		$19.4K Sell
364
-197
-35% -$11.2K ﹤0.01% 539
2024
Q4 		$37.5K Sell
561
-76
-12% -$5.67K 0.01% 462
2024
Q3 		$41.2K Hold
637
– – 0.01% 457
2024
Q2 		$52.7K Sell
637
-90
-12% -$7.68K 0.02% 411
2024
Q1 		$76.3K Hold
727
– – 0.02% 368
2023
Q4 		$78.6K Sell
727
-48
-6% -$4.62K 0.02% 350
2023
Q3 		$71.7K Hold
775
– – 0.02% 349
2023
Q2 		$89.1K Hold
775
– – 0.03% 320
2023
Q1 		$81K Hold
775
– – 0.03% 354
2022
Q4 		$69.3K Hold
775
– – 0.02% 384
2022
Q3 		$60K Hold
775
– – 0.02% 391
2022
Q2 		$56K Hold
775
– – 0.02% 422
2022
Q1 		$46K Sell
775
-61
-7% -$3.79K 0.02% 473
2021
Q4 		$53K Hold
836
– – 0.02% 411
2021
Q3 		$51K Hold
836
– – 0.02% 391
2021
Q2 		$67K Hold
836
– – 0.03% 325
2021
Q1 		$65K Buy
836
+120
+17% +$9.46K 0.04% 315
2020
Q4 		$56K Sell
716
-38
-5% -$2.77K 0.03% 319
2020
Q3 		$50K Hold
754
– – 0.04% 311
2020
Q2 		$48K Buy
754
+197
+35% +$11.9K 0.04% 313
2020
Q1 		$32K Buy
+557
New +$45.8K 0.03% 320

Other funds holding LW

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Matthew Hamilton Rosenberg's LW Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Lamb Weston (LW) position steady in Q3 2026 at 285 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Matthew Hamilton Rosenberg first reported a position in LW in Q1 2020 and has held it in 27 quarters since. The position peaked at $89.1K in Q2 2023. 28 funds tracked by Wall St. Rank hold LW as of Q3 2026.

  • Matthew Hamilton Rosenberg held 285 shares of Lamb Weston worth $11.9K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Lamb Weston share count unchanged in Q3 2026.
  • Lamb Weston made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #616 holding.
  • Matthew Hamilton Rosenberg first reported a position in Lamb Weston in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Lamb Weston position peaked at $89.1K in Q2 2023.
  • 28 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.