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Morse Asset Management’s Lamb Weston LW Stock Holding History

Morse Asset Management’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 		$1.38K Hold
33
– – ﹤0.01% 359
2026
Q2 		$1.42K Hold
33
– – ﹤0.01% 383
2026
Q1 		$1.4K Hold
33
– – ﹤0.01% 371
2025
Q4 		$1.38K Hold
33
– – ﹤0.01% 364
2025
Q3 		$1.92K Hold
33
– – ﹤0.01% 332
2025
Q2 		$1.71K Hold
33
– – ﹤0.01% 329
2025
Q1 		$1.76K Hold
33
– – ﹤0.01% 309
2024
Q4 		$2.2K Hold
33
– – ﹤0.01% 299
2024
Q3 		$2.14K Buy
+33
New +$2.18K ﹤0.01% 305

Other funds holding LW

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Morse Asset Management's LW Position: Q3 2026 in Review

Morse Asset Management held its Lamb Weston (LW) position steady in Q3 2026 at 33 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Morse Asset Management first reported a position in LW in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.2K in Q4 2024. 328 funds tracked by Wall St. Rank hold LW as of Q3 2026.

  • Morse Asset Management held 33 shares of Lamb Weston worth $1.38K as of Q3 2026.
  • Morse Asset Management left its Lamb Weston share count unchanged in Q3 2026.
  • Lamb Weston made up ﹤0.01% of Morse Asset Management's portfolio in Q3 2026, its #359 holding.
  • Morse Asset Management first reported a position in Lamb Weston in Q3 2024 and has held it in 9 quarters since.
  • Morse Asset Management's Lamb Weston position peaked at $2.2K in Q4 2024.
  • 328 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2026.

Based on Morse Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.