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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
Q2 		$1.1M Buy
3,715
+2,415
+186% +$104K 0.35% 73
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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SV
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Medallion Wealth Advisors's LW Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Lamb Weston (LW) stake by 186% in Q2 2026, buying an estimated $104K and bringing the position to 3,715 shares worth $1.1M. The position accounts for 0.35% of the portfolio, ranked #73.

Medallion Wealth Advisors first reported a position in LW in Q2 2025 and has held it in 5 quarters since. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Medallion Wealth Advisors held 3,715 shares of Lamb Weston worth $1.1M as of Q2 2026.
  • Medallion Wealth Advisors bought 2,415 Lamb Weston shares in Q2 2026, an estimated $104K.
  • Lamb Weston made up 0.35% of Medallion Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Medallion Wealth Advisors first reported a position in Lamb Weston in Q2 2025 and has held it in 5 quarters since.
  • 558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.