MWA
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Medallion Wealth Advisors’s Lamb Weston LW Stock Holding History

Medallion Wealth Advisors’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 		$54.9K Hold
1,300
– – 0.02% 459
2025
Q4 		$54.5K Hold
1,300
– – 0.02% 460
2025
Q3 		$75.5K Hold
1,300
– – 0.03% 399
2025
Q2 		$68.1K Buy
+1,300
New +$69.6K 0.03% 412

Other funds holding LW

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
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 $2.9T AUM 29.55% 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

Medallion Wealth Advisors's LW Position: Q1 2026 in Review

Medallion Wealth Advisors held its Lamb Weston (LW) position steady in Q1 2026 at 1,300 shares worth $54.9K. The position accounts for 0.02% of the portfolio, ranked #459.

Medallion Wealth Advisors first reported a position in LW in Q2 2025 and has held it in 4 quarters since. The position peaked at $75.5K in Q3 2025. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Medallion Wealth Advisors held 1,300 shares of Lamb Weston worth $54.9K as of Q1 2026.
  • Medallion Wealth Advisors left its Lamb Weston share count unchanged in Q1 2026.
  • Lamb Weston made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #459 holding.
  • Medallion Wealth Advisors first reported a position in Lamb Weston in Q2 2025 and has held it in 4 quarters since.
  • Medallion Wealth Advisors's Lamb Weston position peaked at $75.5K in Q3 2025.
  • 561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.