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Middleton & Co’s Lamb Weston LW Stock Holding History

Middleton & Co’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
2024
Q4 		– Sell
-16,964
Closed -$1.1M – 165
2024
Q3 		$1.1M Buy
16,964
+1,426
+9% +$94.2K 0.12% 93
2024
Q2 		$1.31M Buy
+15,538
New +$1.33M 0.15% 87
2023
Q1 		– Sell
-42,963
Closed -$3.84M – 155
2022
Q4 		$3.84M Sell
42,963
-1,390
-3% -$118K 0.57% 56
2022
Q3 		$3.43M Sell
44,353
-515
-1% -$40.3K 0.52% 58
2022
Q2 		$3.21M Sell
44,868
-831
-2% -$54.9K 0.41% 62
2022
Q1 		$2.74M Sell
45,699
-1,184
-3% -$73.6K 0.29% 72
2021
Q4 		$2.97M Sell
46,883
-3,670
-7% -$212K 0.29% 71
2021
Q3 		$3.1M Buy
50,553
+1,570
+3% +$106K 0.33% 67
2021
Q2 		$3.95M Buy
48,983
+197
+0.4% +$15.8K 0.43% 61
2021
Q1 		$3.78M Buy
48,786
+340
+0.7% +$26.8K 0.43% 59
2020
Q4 		$3.81M Sell
48,446
-1,146
-2% -$83.4K 0.45% 54
2020
Q3 		$3.29M Sell
49,592
-4,162
-8% -$267K 0.44% 54
2020
Q2 		$3.44M Buy
53,754
+874
+2% +$52.8K 0.49% 51
2020
Q1 		$3.02M Sell
52,880
-275
-0.5% -$22.6K 0.53% 54
2019
Q4 		$4.57M Buy
53,155
+525
+1% +$42.3K 0.65% 53
2019
Q3 		$3.83M Buy
52,630
+36,340
+223% +$2.49M 0.59% 55
2019
Q2 		$1.03M Buy
+16,290
New +$1.07M 0.16% 93

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Middleton & Co's LW Position: Q4 2024 in Review

Middleton & Co sold out of Lamb Weston (LW) in Q4 2024, closing a stake of 16,964 shares — an estimated $1.1M sold.

Middleton & Co first reported a position in LW in Q2 2019 and held it in 17 quarters. The position peaked at $4.57M in Q4 2019. 702 funds tracked by Wall St. Rank hold LW as of Q4 2024.

  • Middleton & Co reported no remaining Lamb Weston position as of Q4 2024 after selling out during the quarter.
  • Middleton & Co sold 16,964 Lamb Weston shares in Q4 2024, an estimated $1.1M.
  • Middleton & Co first reported a position in Lamb Weston in Q2 2019 and held it in 17 quarters.
  • Middleton & Co's Lamb Weston position peaked at $4.57M in Q4 2019.
  • 702 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on Middleton & Co's 13F filing for Q4 2024, filed 5 Feb 2025.