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Mowery & Schoenfeld Wealth Management’s Lamb Weston LW Stock Holding History

Mowery & Schoenfeld Wealth 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
Q1 		– Sell
-25
Closed -$1.05K – 437
2025
Q4 		$1.05K Buy
+25
New +$1.47K ﹤0.01% 447
2025
Q1 		– Sell
-23
Closed -$1.54K – 522
2024
Q4 		$1.54K Buy
+23
New +$1.72K ﹤0.01% 420

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CGC
Continental Grain Company New York $448M AUM 6.81% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's LW Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Lamb Weston (LW) in Q1 2026, closing a stake of 25 shares — an estimated $1.05K sold.

Mowery & Schoenfeld Wealth Management first reported a position in LW in Q4 2024 and held it in 2 quarters. The position peaked at $1.54K in Q4 2024. 567 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Lamb Weston position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 25 Lamb Weston shares in Q1 2026, an estimated $1.05K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Lamb Weston in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Lamb Weston position peaked at $1.54K in Q4 2024.
  • 567 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.