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Oak Thistle LLC’s Lamb Weston LW Stock Holding History

Oak Thistle LLC’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
Q2 		$937K Buy
+21,704
New +$936K 0.09% 356
2025
Q4 		– Sell
-27,737
Closed -$1.61M – 594
2025
Q3 		$1.61M Buy
+27,737
New +$1.52M 0.25% 157
2024
Q4 		– Sell
-12,570
Closed -$814K – 489
2024
Q3 		$814K Buy
+12,570
New +$830K 0.26% 151
2023
Q3 		– Sell
-5,929
Closed -$682K – 538
2023
Q2 		$682K Buy
5,929
+2,661
+81% +$297K 0.36% 98
2023
Q1 		$342K Buy
+3,268
New +$323K 0.2% 229

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Oak Thistle LLC's LW Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in Lamb Weston (LW) in Q2 2026: 21,704 shares worth $937K. The stake represents 0.09% of the portfolio and ranks #356 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in LW as recently as Q3 2025.

Oak Thistle LLC first reported a position in LW in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.61M in Q3 2025. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Oak Thistle LLC held 21,704 shares of Lamb Weston worth $937K as of Q2 2026.
  • Lamb Weston was a new Oak Thistle LLC position in Q2 2026.
  • Lamb Weston made up 0.09% of Oak Thistle LLC's portfolio in Q2 2026, its #356 holding.
  • Oak Thistle LLC first reported a position in Lamb Weston in Q1 2023 and has held it in 5 quarters since.
  • Oak Thistle LLC's Lamb Weston position peaked at $1.61M in Q3 2025.
  • 558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.