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 Q3	$2.5M	Buy	60,062 +38,358	+177%	+$1.9M	0.23%	163
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

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Oak Thistle LLC's LW Position: Q3 2026 in Review

Oak Thistle LLC increased its Lamb Weston (LW) stake by 177% in Q3 2026, buying an estimated $1.9M and bringing the position to 60,062 shares worth $2.5M. The position accounts for 0.23% of the portfolio, ranked #163.

Oak Thistle LLC first reported a position in LW in Q1 2023 and has held it in 6 quarters since. 92 funds tracked by Wall St. Rank hold LW as of Q3 2026.

Oak Thistle LLC held 60,062 shares of Lamb Weston worth $2.5M as of Q3 2026.
Oak Thistle LLC bought 38,358 Lamb Weston shares in Q3 2026, an estimated $1.9M.
Lamb Weston made up 0.23% of Oak Thistle LLC's portfolio in Q3 2026, its #163 holding.
Oak Thistle LLC first reported a position in Lamb Weston in Q1 2023 and has held it in 6 quarters since.
92 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.