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NewGen Asset Management’s Lamb Weston LW Stock Holding History

NewGen 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
2025
Q2 		– Sell
-2,700
Closed -$144K – 30
2025
Q1 		$144K Hold
2,700
– – 0.09% 30
2024
Q4 		$180K Buy
+2,700
New +$201K 0.16% 28

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

NewGen Asset Management's LW Position: Q2 2025 in Review

NewGen Asset Management sold out of Lamb Weston (LW) in Q2 2025, closing a stake of 2,700 shares — an estimated $144K sold.

NewGen Asset Management first reported a position in LW in Q4 2024 and held it in 2 quarters. The position peaked at $180K in Q4 2024. 621 funds tracked by Wall St. Rank hold LW as of Q2 2025.

  • NewGen Asset Management reported no remaining Lamb Weston position as of Q2 2025 after selling out during the quarter.
  • NewGen Asset Management sold 2,700 Lamb Weston shares in Q2 2025, an estimated $144K.
  • NewGen Asset Management first reported a position in Lamb Weston in Q4 2024 and held it in 2 quarters.
  • NewGen Asset Management's Lamb Weston position peaked at $180K in Q4 2024.
  • 621 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2025.

Based on NewGen Asset Management's 13F filing for Q2 2025, filed 19 Aug 2025.