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Mount Yale Investment Advisors’s Lamb Weston LW Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-912
Closed -$47.3K – 1213
2025
Q2 		$47.3K Buy
+912
New +$48.8K ﹤0.01% 829
2024
Q2 		– Sell
-2,183
Closed -$233K – 566
2024
Q1 		$233K Buy
+2,183
New +$227K 0.02% 494
2023
Q3 		– Sell
-2,123
Closed -$244K – 510
2023
Q2 		$244K Buy
+2,123
New +$237K 0.03% 431
2021
Q2 		– Sell
-10,179
Closed -$789K – 441
2021
Q1 		$789K Buy
10,179
+1,126
+12% +$88.8K 0.1% 207
2020
Q4 		$713K Buy
9,053
+418
+5% +$30.4K 0.1% 212
2020
Q3 		$572K Sell
8,635
-10
-0.1% -$640 0.08% 232
2020
Q2 		$553K Buy
8,645
+2,004
+30% +$121K 0.1% 214
2020
Q1 		$379K Buy
6,641
+863
+15% +$70.9K 0.09% 220
2019
Q4 		$528K Sell
5,778
-334
-5% -$26.9K 0.09% 186
2019
Q3 		$490K Sell
6,112
-50
-0.8% -$3.43K 0.09% 191
2019
Q2 		$404K Sell
6,162
-8
-0.1% -$528 0.07% 223
2019
Q1 		$462K Hold
6,170
– – 0.09% 189
2018
Q4 		$434K Sell
6,170
-567
-8% -$43.4K 0.09% 207
2018
Q3 		$544K Sell
6,737
-114
-2% -$7.82K 0.1% 161
2018
Q2 		$469K Sell
6,851
-65
-0.9% -$4.25K 0.09% 182
2018
Q1 		$403K Buy
+6,916
New +$391K 0.09% 211

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Mount Yale Investment Advisors's LW Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Lamb Weston (LW) in Q3 2025, closing a stake of 912 shares — an estimated $47.3K sold.

Mount Yale Investment Advisors first reported a position in LW in Q1 2018 and held it in 16 quarters. The position peaked at $789K in Q1 2021. 625 funds tracked by Wall St. Rank hold LW as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Lamb Weston position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 912 Lamb Weston shares in Q3 2025, an estimated $47.3K.
  • Mount Yale Investment Advisors first reported a position in Lamb Weston in Q1 2018 and held it in 16 quarters.
  • Mount Yale Investment Advisors's Lamb Weston position peaked at $789K in Q1 2021.
  • 625 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.