Okabena Investment Services’s Lamb Weston LW Stock Holding History

Okabena Investment Services’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	$1.05M	Hold	24,358	–	–	0.19%	75
2026 Q1	$1.03M	Hold	24,358	–	–	0.2%	74
2025 Q4	$1.02M	Hold	24,358	–	–	0.19%	75
2025 Q3	$1.41M	Hold	24,358	–	–	0.27%	67
2025 Q2	$1.26M	Buy	24,358 +11,120	+84%	+$595K	0.28%	62
2025 Q1	$706K	Buy	13,238 +2,989	+29%	+$169K	0.18%	83
2024 Q4	$685K	Buy	+10,249	New	+$765K	0.19%	79
2024 Q2	–	Sell	-12,772	Closed	-$1.36M	–	113
2024 Q1	$1.36M	Buy	12,772 +10,842	+562%	+$1.13M	0.45%	55
2023 Q4	$209K	Sell	1,930 -12,828	-87%	-$1.24M	0.08%	97
2023 Q3	$1.36M	Buy	14,758 +2,588	+21%	+$262K	1.06%	27
2023 Q2	$1.4M	Buy	+12,170	New	+$1.36M	1.02%	28

Other funds holding LW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CGC

Continental Grain Company New York $448M AUM 6.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Okabena Investment Services's LW Position: Q2 2026 in Review

Okabena Investment Services held its Lamb Weston (LW) position steady in Q2 2026 at 24,358 shares worth $1.05M. The position accounts for 0.19% of the portfolio, ranked #75.

Okabena Investment Services first reported a position in LW in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.41M in Q3 2025. 387 funds tracked by Wall St. Rank hold LW as of Q2 2026.

Okabena Investment Services held 24,358 shares of Lamb Weston worth $1.05M as of Q2 2026.
Okabena Investment Services left its Lamb Weston share count unchanged in Q2 2026.
Lamb Weston made up 0.19% of Okabena Investment Services's portfolio in Q2 2026, its #75 holding.
Okabena Investment Services first reported a position in Lamb Weston in Q2 2023 and has held it in 11 quarters since.
Okabena Investment Services's Lamb Weston position peaked at $1.41M in Q3 2025.
387 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.