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MJT & Associates Financial Advisory’s Lamb Weston LW Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		$22.2K Hold
533
– – 0.01% 108
2026
Q2 		$23K Hold
533
– – 0.02% 121
2026
Q1 		$22.5K Hold
533
– – 0.02% 114
2025
Q4 		$22.3K Hold
533
– – 0.02% 117
2025
Q3 		$31K Hold
533
– – 0.03% 102
2025
Q2 		$27.6K Hold
533
– – 0.03% 129
2025
Q1 		$28.4K Buy
+533
New +$30.2K 0.03% 130

Other funds holding LW

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MJT & Associates Financial Advisory's LW Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Lamb Weston (LW) position steady in Q3 2026 at 533 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #108.

MJT & Associates Financial Advisory first reported a position in LW in Q1 2025 and has held it in 7 quarters since. The position peaked at $31K in Q3 2025. 28 funds tracked by Wall St. Rank hold LW as of Q3 2026.

  • MJT & Associates Financial Advisory held 533 shares of Lamb Weston worth $22.2K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Lamb Weston share count unchanged in Q3 2026.
  • Lamb Weston made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #108 holding.
  • MJT & Associates Financial Advisory first reported a position in Lamb Weston in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Lamb Weston position peaked at $31K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.