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Obermeyer Wealth Partners’s Lamb Weston LW Stock Holding History

Obermeyer Wealth Partners’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
Q1 		– Sell
-17,596
Closed -$1.18M – 272
2024
Q4 		$1.18M Buy
+17,596
New +$1.31M 0.06% 91

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Obermeyer Wealth Partners's LW Position: Q1 2025 in Review

Obermeyer Wealth Partners sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 17,596 shares — an estimated $1.18M sold.

Obermeyer Wealth Partners first reported a position in LW in Q4 2024 and held it in 1 quarter. The position peaked at $1.18M in Q4 2024. 633 funds tracked by Wall St. Rank hold LW as of Q1 2025.

  • Obermeyer Wealth Partners reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 17,596 Lamb Weston shares in Q1 2025, an estimated $1.18M.
  • Obermeyer Wealth Partners first reported a position in Lamb Weston in Q4 2024 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Lamb Weston position peaked at $1.18M in Q4 2024.
  • 633 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2025, filed 6 May 2025.