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OneDigital Investment Advisors’s Lamb Weston LW Stock Holding History

OneDigital Investment Advisors’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 		– Sell
-9,593
Closed -$405K – 1621
2026
Q1 		$405K Sell
9,593
-856
-8% -$38.2K ﹤0.01% 1029
2025
Q4 		$438K Sell
10,449
-173
-2% -$10.2K ﹤0.01% 1008
2025
Q3 		$617K Sell
10,622
-433
-4% -$23.7K 0.01% 844
2025
Q2 		$573K Sell
11,055
-709
-6% -$38K 0.01% 853
2025
Q1 		$627K Buy
11,764
+1,180
+11% +$66.8K 0.01% 773
2024
Q4 		$707K Buy
+10,584
New +$790K 0.01% 757
2024
Q3 		– Sell
-2,981
Closed -$251K – 1452
2024
Q2 		$251K Buy
+2,981
New +$254K ﹤0.01% 1187
2023
Q4 		– Sell
-27,424
Closed -$2.54M – 1125
2023
Q3 		$2.54M Hold
27,424
– – 0.05% 233
2023
Q2 		$3.15M Hold
27,424
– – 0.07% 203
2023
Q1 		$2.87M Buy
27,424
+43
+0.2% +$4.25K 0.07% 216
2022
Q4 		$2.45M Buy
27,381
+44
+0.2% +$3.74K 0.07% 225
2022
Q3 		$2.12M Buy
27,337
+49
+0.2% +$3.83K 0.08% 178
2022
Q2 		$1.95M Buy
27,288
+56
+0.2% +$3.7K 0.08% 158
2022
Q1 		$1.63M Buy
27,232
+48
+0.2% +$2.98K 0.06% 193
2021
Q4 		$1.72M Buy
27,184
+68
+0.3% +$3.92K 0.06% 191
2021
Q3 		$1.66M Buy
27,116
+73
+0.3% +$4.94K 0.07% 180
2021
Q2 		$2.18M Buy
27,043
+10
+0% +$801 0.09% 144
2021
Q1 		$2.1M Buy
27,033
+43
+0.2% +$3.39K 0.1% 144
2020
Q4 		$2.05M Buy
26,990
+46
+0.2% +$3.35K 0.11% 137
2020
Q3 		$1.83M Buy
26,944
+55
+0.2% +$3.52K 0.13% 132
2020
Q2 		$1.85M Buy
26,889
+49
+0.2% +$2.96K 0.13% 143
2020
Q1 		$1.47M Buy
26,840
+66
+0.2% +$5.42K 0.13% 147
2019
Q4 		$2.3M Sell
26,774
-473
-2% -$38.1K 0.18% 117
2019
Q3 		$1.98M Buy
27,247
+26,562
+3,878% +$1.82M 0.18% 114
2019
Q2 		$43K Sell
685
-26,776
-98% -$1.77M ﹤0.01% 599
2019
Q1 		$1.95M Sell
27,461
-397
-1% -$28.1K 0.29% 75
2018
Q4 		$2.05M Buy
27,858
+420
+2% +$32.2K 0.35% 68
2018
Q3 		$1.83M Sell
27,438
-96
-0.3% -$6.59K 0.43% 41
2018
Q2 		$1.9M Sell
27,534
-486
-2% -$31.8K 0.4% 44
2018
Q1 		$1.63M Hold
28,020
– – 0.36% 54
2017
Q4 		$1.58M Buy
28,020
+27,620
+6,905% +$1.46M 0.18% 53
2017
Q3 		$19K Sell
400
-2,108
-84% -$94.6K 0.01% 662
2017
Q2 		$111K Buy
+2,508
New +$110K 0.03% 294

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

OneDigital Investment Advisors's LW Position: Q2 2026 in Review

OneDigital Investment Advisors sold out of Lamb Weston (LW) in Q2 2026, closing a stake of 9,593 shares — an estimated $405K sold.

OneDigital Investment Advisors first reported a position in LW in Q2 2017 and held it in 33 quarters. The position peaked at $3.15M in Q2 2023. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • OneDigital Investment Advisors reported no remaining Lamb Weston position as of Q2 2026 after selling out during the quarter.
  • OneDigital Investment Advisors sold 9,593 Lamb Weston shares in Q2 2026, an estimated $405K.
  • OneDigital Investment Advisors first reported a position in Lamb Weston in Q2 2017 and held it in 33 quarters.
  • OneDigital Investment Advisors's Lamb Weston position peaked at $3.15M in Q2 2023.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.