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Optima Capital’s Lamb Weston LW Stock Holding History

Optima Capital’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
Q1 		– Sell
-110
Closed -$4.61K – 813
2025
Q4 		$4.61K Buy
+110
New +$6.47K ﹤0.01% 632

Other funds holding LW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGC
Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return

Optima Capital's LW Position: Q1 2026 in Review

Optima Capital sold out of Lamb Weston (LW) in Q1 2026, closing a stake of 110 shares — an estimated $4.61K sold.

Optima Capital first reported a position in LW in Q4 2025 and held it in 1 quarter. The position peaked at $4.61K in Q4 2025. 562 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Optima Capital reported no remaining Lamb Weston position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 110 Lamb Weston shares in Q1 2026, an estimated $4.61K.
  • Optima Capital first reported a position in Lamb Weston in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Lamb Weston position peaked at $4.61K in Q4 2025.
  • 562 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.