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Nicola Wealth Management’s Lamb Weston LW Stock Holding History

Nicola 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
2025
Q2 		– Sell
-167,300
Closed -$8.92M – 110
2025
Q1 		$8.92M Hold
167,300
– – 0.87% 46
2024
Q4 		$11.2M Buy
167,300
+67,300
+67% +$5.02M 1.06% 40
2024
Q3 		$6.47M Buy
+100,000
New +$6.6M 0.51% 52
2022
Q3 		– Sell
-11,208
Closed -$802K – 144
2022
Q2 		$802K Sell
11,208
-1,756
-14% -$116K 0.08% 114
2022
Q1 		$776K Hold
12,964
– – 0.07% 109
2021
Q4 		$824K Buy
12,964
+1,538
+13% +$88.7K 0.08% 106
2021
Q3 		$701K Sell
11,426
-5,872
-34% -$398K 0.07% 104
2021
Q2 		$1.4M Sell
17,298
-3,301
-16% -$264K 0.14% 102
2021
Q1 		$1.6M Sell
20,599
-20,412
-50% -$1.61M 0.18% 100
2020
Q4 		$3.23M Hold
41,011
– – 0.4% 76
2020
Q3 		$2.72M Buy
41,011
+6,378
+18% +$408K 0.39% 77
2020
Q2 		$2.21M Hold
34,633
– – 0.31% 84
2020
Q1 		$2.78M Buy
34,633
+5,800
+20% +$477K 0.42% 79
2019
Q4 		$3.22M Hold
28,833
– – 0.48% 78
2019
Q3 		$2.78M Buy
28,833
+11,800
+69% +$809K 0.44% 77
2019
Q2 		$1.41M Buy
17,033
+4,200
+33% +$277K 0.23% 84
2019
Q1 		$1.28M Buy
12,833
+2,500
+24% +$177K 0.19% 96
2018
Q4 		$1.04M Hold
10,333
– – 0.17% 99
2018
Q3 		$889K Buy
10,333
+900
+10% +$61.8K 0.15% 94
2018
Q2 		$850K Hold
9,433
– – 0.17% 92
2018
Q1 		$549K Buy
+9,433
New +$534K 0.11% 100

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

Nicola Wealth Management's LW Position: Q2 2025 in Review

Nicola Wealth Management sold out of Lamb Weston (LW) in Q2 2025, closing a stake of 167,300 shares — an estimated $8.92M sold.

Nicola Wealth Management first reported a position in LW in Q1 2018 and held it in 21 quarters. The position peaked at $11.2M in Q4 2024. 622 funds tracked by Wall St. Rank hold LW as of Q2 2025.

  • Nicola Wealth Management reported no remaining Lamb Weston position as of Q2 2025 after selling out during the quarter.
  • Nicola Wealth Management sold 167,300 Lamb Weston shares in Q2 2025, an estimated $8.92M.
  • Nicola Wealth Management first reported a position in Lamb Weston in Q1 2018 and held it in 21 quarters.
  • Nicola Wealth Management's Lamb Weston position peaked at $11.2M in Q4 2024.
  • 622 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2025.

Based on Nicola Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.