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Money Concepts Capital’s Lamb Weston LW Stock Holding History

Money Concepts Capital’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 		$928K Sell
21,495
-20,897
-49% -$901K 0.04% 319
2026
Q1 		$1.79M Buy
42,392
+774
+2% +$34.5K 0.1% 200
2025
Q4 		$1.74M Buy
41,618
+4,387
+12% +$258K 0.1% 190
2025
Q3 		$2.16M Buy
37,231
+6,280
+20% +$343K 0.13% 155
2025
Q2 		$1.6M Buy
30,951
+8,219
+36% +$440K 0.11% 179
2025
Q1 		$1.21M Buy
22,732
+13,167
+138% +$746K 0.09% 199
2024
Q4 		$639K Buy
9,565
+1,582
+20% +$118K 0.05% 268
2024
Q3 		$517K Buy
7,983
+441
+6% +$29.1K 0.04% 293
2024
Q2 		$634K Buy
7,542
+466
+7% +$39.8K 0.05% 260
2024
Q1 		$754K Buy
7,076
+25
+0.4% +$2.6K 0.07% 238
2023
Q4 		$762K Sell
7,051
-488
-6% -$47K 0.07% 225
2023
Q3 		$697K Sell
7,539
-801
-10% -$81.2K 0.07% 220
2023
Q2 		$959K Sell
8,340
-29,407
-78% -$3.28M 0.1% 205
2023
Q1 		$3.98M Sell
37,747
-2,018
-5% -$200K 0.22% 89
2022
Q4 		$3.55M Buy
39,765
+1,773
+5% +$151K 0.16% 129
2022
Q3 		$2.94M Buy
37,992
+30,178
+386% +$2.36M 0.17% 111
2022
Q2 		$560K Sell
7,814
-124
-2% -$8.19K 0.05% 257
2022
Q1 		$476K Buy
7,938
+1,960
+33% +$122K 0.03% 460
2021
Q4 		$379K Buy
+5,978
New +$345K 0.03% 357
2021
Q1 		$312K Buy
+4,031
New +$318K 0.03% 405

Other funds holding LW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Money Concepts Capital's LW Position: Q2 2026 in Review

Money Concepts Capital reduced its Lamb Weston (LW) stake by 49% in Q2 2026, selling an estimated $901K and leaving 21,495 shares worth $928K. The position accounts for 0.04% of the portfolio, ranked #319.

Money Concepts Capital first reported a position in LW in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.98M in Q1 2023. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Money Concepts Capital held 21,495 shares of Lamb Weston worth $928K as of Q2 2026.
  • Money Concepts Capital sold 20,897 Lamb Weston shares in Q2 2026, an estimated $901K.
  • Lamb Weston made up 0.04% of Money Concepts Capital's portfolio in Q2 2026, its #319 holding.
  • Money Concepts Capital first reported a position in Lamb Weston in Q1 2021 and has held it in 20 quarters since.
  • Money Concepts Capital's Lamb Weston position peaked at $3.98M in Q1 2023.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.