Merit Financial Group’s Lamb Weston LW Stock Holding History

Merit Financial Group’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	$782K	Buy	18,117 +6,748	+59%	+$291K	﹤0.01%	1216
2026 Q1	$480K	Buy	11,369 +6,006	+112%	+$268K	﹤0.01%	1396
2025 Q4	$225K	Buy	5,363 +701	+15%	+$41.3K	﹤0.01%	1749
2025 Q3	$271K	Buy	+4,662	New	+$255K	﹤0.01%	1516
2025 Q1	–	Sell	-3,066	Closed	-$205K	–	1426
2024 Q4	$205K	Sell	3,066 -9,661	-76%	-$721K	﹤0.01%	1092
2024 Q3	$824K	Buy	+12,727	New	+$840K	0.02%	461

Other funds holding LW

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Merit Financial Group's LW Position: Q2 2026 in Review

Merit Financial Group increased its Lamb Weston (LW) stake by 59% in Q2 2026, buying an estimated $291K and bringing the position to 18,117 shares worth $782K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Merit Financial Group first reported a position in LW in Q3 2024 and has held it in 6 quarters since. The position peaked at $824K in Q3 2024. 72 funds tracked by Wall St. Rank hold LW as of Q2 2026.

Merit Financial Group held 18,117 shares of Lamb Weston worth $782K as of Q2 2026.
Merit Financial Group bought 6,748 Lamb Weston shares in Q2 2026, an estimated $291K.
Lamb Weston made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1216 holding.
Merit Financial Group first reported a position in Lamb Weston in Q3 2024 and has held it in 6 quarters since.
Merit Financial Group's Lamb Weston position peaked at $824K in Q3 2024.
72 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.