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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
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 $7.37B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MJT & Associates Financial Advisory's LW Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Lamb Weston (LW) position steady in Q2 2026 at 533 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #121.

MJT & Associates Financial Advisory first reported a position in LW in Q1 2025 and has held it in 6 quarters since. The position peaked at $31K in Q3 2025. 115 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • MJT & Associates Financial Advisory held 533 shares of Lamb Weston worth $23K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Lamb Weston share count unchanged in Q2 2026.
  • Lamb Weston made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #121 holding.
  • MJT & Associates Financial Advisory first reported a position in Lamb Weston in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Lamb Weston position peaked at $31K in Q3 2025.
  • 115 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.