N.E.W. Advisory Services’s Lamb Weston LW Stock Holding History

N.E.W. Advisory Services’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 Q2	–	Sell	-1,000	Closed	-$53.3K	–	887
2025 Q1	$53.3K	Buy	+1,000	New	+$56.6K	﹤0.01%	349

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

N.E.W. Advisory Services's LW Position: Q2 2025 in Review

N.E.W. Advisory Services sold out of Lamb Weston (LW) in Q2 2025, closing a stake of 1,000 shares — an estimated $53.3K sold.

N.E.W. Advisory Services first reported a position in LW in Q1 2025 and held it in 1 quarter. The position peaked at $53.3K in Q1 2025. 621 funds tracked by Wall St. Rank hold LW as of Q2 2025.

N.E.W. Advisory Services reported no remaining Lamb Weston position as of Q2 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 1,000 Lamb Weston shares in Q2 2025, an estimated $53.3K.
N.E.W. Advisory Services first reported a position in Lamb Weston in Q1 2025 and held it in 1 quarter.
N.E.W. Advisory Services's Lamb Weston position peaked at $53.3K in Q1 2025.
621 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2025.

Based on N.E.W. Advisory Services's 13F filing for Q2 2025, filed 18 Aug 2025.