OQS
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Occudo Quantitative Strategies’s Lamb Weston LW Stock Holding History

Occudo Quantitative Strategies’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
-26,858
Closed -$1.45M – 793
2025
Q1 		$1.45M Buy
26,858
+21,364
+389% +$1.21M 0.19% 152
2024
Q4 		$367K Buy
+5,494
New +$410K 0.07% 389
2024
Q3 		– Sell
-11,373
Closed -$956K – 894
2024
Q2 		$956K Buy
+11,373
New +$970K 0.17% 170
2023
Q4 		– Sell
-5,601
Closed -$518K – 1025
2023
Q3 		$518K Buy
+5,601
New +$568K 0.07% 477
2023
Q1 		– Sell
-4,547
Closed -$406K – 1069
2022
Q4 		$406K Buy
+4,547
New +$387K 0.05% 571
2021
Q4 		– Sell
-10,986
Closed -$674K – 1171
2021
Q3 		$674K Buy
+10,986
New +$744K 0.08% 424

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Occudo Quantitative Strategies's LW Position: Q2 2025 in Review

Occudo Quantitative Strategies sold out of Lamb Weston (LW) in Q2 2025, closing a stake of 26,858 shares — an estimated $1.45M sold.

Occudo Quantitative Strategies first reported a position in LW in Q3 2021 and held it in 6 quarters. The position peaked at $1.45M in Q1 2025. 621 funds tracked by Wall St. Rank hold LW as of Q2 2025.

  • Occudo Quantitative Strategies reported no remaining Lamb Weston position as of Q2 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 26,858 Lamb Weston shares in Q2 2025, an estimated $1.45M.
  • Occudo Quantitative Strategies first reported a position in Lamb Weston in Q3 2021 and held it in 6 quarters.
  • Occudo Quantitative Strategies's Lamb Weston position peaked at $1.45M in Q1 2025.
  • 621 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2025, filed 14 Aug 2025.