Meyer Handelman Company’s Lamb Weston LW Stock Holding History

Meyer Handelman 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	$1.77M	Sell	41,850 -16,150	-28%	-$721K	0.06%	133
2025 Q4	$2.43M	Hold	58,000	–	–	0.08%	122
2025 Q3	$3.37M	Sell	58,000 -6,365	-10%	-$348K	0.11%	112
2025 Q2	$3.34M	Sell	64,365 -38,134	-37%	-$2.04M	0.11%	116
2025 Q1	$5.46M	Sell	102,499 -14,543	-12%	-$824K	0.19%	103
2024 Q4	$7.82M	Sell	117,042 -10,079	-8%	-$752K	0.27%	83
2024 Q3	$8.23M	Sell	127,121 -6,150	-5%	-$406K	0.28%	83
2024 Q2	$11.2M	Sell	133,271 -266	-0.2%	-$22.7K	0.39%	66
2024 Q1	$14.2M	Sell	133,537 -986	-0.7%	-$103K	0.5%	62
2023 Q4	$14.5M	Sell	134,523 -1,666	-1%	-$160K	0.57%	53
2023 Q3	$12.6M	Hold	136,189	–	–	0.51%	57
2023 Q2	$15.7M	Buy	136,189 +3,832	+3%	+$427K	0.63%	50
2023 Q1	$13.8M	Sell	132,357 -3,799	-3%	-$376K	0.58%	53
2022 Q4	$12.2M	Hold	136,156	–	–	0.51%	60
2022 Q3	$10.5M	Sell	136,156 -1,500	-1%	-$117K	0.49%	64
2022 Q2	$9.84M	Hold	137,656	–	–	0.42%	71
2022 Q1	$8.25M	Buy	137,656 +2,000	+1%	+$124K	0.32%	82
2021 Q4	$8.6M	Buy	135,656 +834	+0.6%	+$48.1K	0.32%	81
2021 Q3	$8.27M	Hold	134,822	–	–	0.34%	78
2021 Q2	$10.9M	Buy	134,822 +1,000	+0.7%	+$80.1K	0.43%	71
2021 Q1	$10.4M	Buy	133,822 +2,569	+2%	+$203K	0.43%	68
2020 Q4	$10.3M	Buy	131,253 +2,999	+2%	+$218K	0.47%	66
2020 Q3	$8.5M	Sell	128,254 -1,666	-1%	-$107K	0.43%	65
2020 Q2	$8.31M	Hold	129,920	–	–	0.44%	64
2020 Q1	$7.42M	Sell	129,920 -3	-0%	-$247	0.46%	64
2019 Q4	$11.2M	Sell	129,923 -1,980	-2%	-$159K	0.54%	58
2019 Q3	$9.59M	Sell	131,903 -20	-0%	-$1.37K	0.49%	60
2019 Q2	$8.36M	Buy	131,923 +402	+0.3%	+$26.5K	0.43%	66
2019 Q1	$9.23M	Hold	131,521	–	–	0.48%	59
2018 Q4	$9.68M	Sell	131,521 -1,333	-1%	-$102K	0.55%	55
2018 Q3	$8.85M	Buy	132,854 +600	+0.5%	+$41.2K	0.43%	66
2018 Q2	$9.06M	Buy	132,254 +534	+0.4%	+$34.9K	0.46%	64
2018 Q1	$7.67M	Sell	131,720 -133	-0.1%	-$7.53K	0.39%	72
2017 Q4	$7.44M	Sell	131,853 -1,433	-1%	-$75.5K	0.36%	76
2017 Q3	$6.25M	Buy	133,286 +4,771	+4%	+$214K	0.29%	91
2017 Q2	$5.66M	Sell	128,515 -1,363	-1%	-$59.9K	0.24%	93
2017 Q1	$5.46M	Sell	129,878 -84,298	-39%	-$3.33M	0.23%	94
2016 Q4	$8.11M	Buy	+214,176	New	+$7.3M	0.36%	80

Other funds holding LW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Meyer Handelman Company's LW Position: Q1 2026 in Review

Meyer Handelman Company reduced its Lamb Weston (LW) stake by 28% in Q1 2026, selling an estimated $721K and leaving 41,850 shares worth $1.77M. The position accounts for 0.06% of the portfolio, ranked #133.

Meyer Handelman Company first reported a position in LW in Q4 2016 and has held it in 38 quarters since. The position peaked at $15.7M in Q2 2023. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.

Meyer Handelman Company held 41,850 shares of Lamb Weston worth $1.77M as of Q1 2026.
Meyer Handelman Company sold 16,150 Lamb Weston shares in Q1 2026, an estimated $721K.
Lamb Weston made up 0.06% of Meyer Handelman Company's portfolio in Q1 2026, its #133 holding.
Meyer Handelman Company first reported a position in Lamb Weston in Q4 2016 and has held it in 38 quarters since.
Meyer Handelman Company's Lamb Weston position peaked at $15.7M in Q2 2023.
561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Meyer Handelman Company's 13F filing for Q1 2026, filed 20 Apr 2026.