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Orion Portfolio Solutions’s Lamb Weston LW Stock Holding History

Orion Portfolio Solutions’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 		$5.47M Buy
102,579
+14,559
+17% +$825K 0.05% 325
2024
Q4 		$5.88M Buy
88,020
+40,309
+84% +$3.01M 0.06% 290
2024
Q3 		$3.09M Sell
47,711
-14,435
-23% -$953K 0.03% 489
2024
Q2 		$5.23M Sell
62,146
-1,426
-2% -$122K 0.06% 299
2024
Q1 		$6.77M Sell
63,572
-876
-1% -$91.2K 0.07% 261
2023
Q4 		$6.92M Sell
64,448
-1,722
-3% -$166K 0.08% 237
2023
Q3 		$6.12M Sell
66,170
-7,583
-10% -$769K 0.07% 256
2023
Q2 		$8.48M Sell
73,753
-8,492
-10% -$947K 0.09% 218
2023
Q1 		$8.6M Buy
82,245
+50,602
+160% +$5M 0.11% 177
2022
Q4 		$2.83M Buy
31,643
+4,261
+16% +$363K 0.1% 144
2022
Q3 		$2.12M Buy
27,382
+219
+0.8% +$17.1K 0.08% 154
2022
Q2 		$1.94M Buy
27,163
+48
+0.2% +$3.17K 0.08% 160
2022
Q1 		$1.62M Buy
27,115
+83
+0.3% +$5.16K 0.06% 198
2021
Q4 		$1.71M Buy
27,032
+126
+0.5% +$7.27K 0.06% 194
2021
Q3 		$1.65M Buy
26,906
+431
+2% +$29.2K 0.06% 185
2021
Q2 		$2.13M Sell
26,475
-63
-0.2% -$5.05K 0.08% 139
2021
Q1 		$2.06M Sell
26,538
-16
-0.1% -$1.26K 0.09% 129
2020
Q4 		$2.09M Buy
26,554
+3
+0% +$218 0.1% 130
2020
Q3 		$1.76M Buy
26,551
+140
+0.5% +$8.97K 0.09% 124
2020
Q2 		$1.69M Buy
26,411
+24,978
+1,743% +$1.51M 0.09% 114
2020
Q1 		$82K Sell
1,433
-24,702
-95% -$2.03M 0.01% 486
2019
Q4 		$2.25M Buy
+26,135
New +$2.11M 0.18% 88

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

Orion Portfolio Solutions's LW Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Lamb Weston (LW) stake by 17% in Q1 2025, buying an estimated $825K and bringing the position to 102,579 shares worth $5.47M. The position accounts for 0.05% of the portfolio, ranked #325.

Orion Portfolio Solutions first reported a position in LW in Q4 2019 and has held it in 22 quarters since. The position peaked at $8.6M in Q1 2023. 634 funds tracked by Wall St. Rank hold LW as of Q1 2025.

  • Orion Portfolio Solutions held 102,579 shares of Lamb Weston worth $5.47M as of Q1 2025.
  • Orion Portfolio Solutions bought 14,559 Lamb Weston shares in Q1 2025, an estimated $825K.
  • Lamb Weston made up 0.05% of Orion Portfolio Solutions's portfolio in Q1 2025, its #325 holding.
  • Orion Portfolio Solutions first reported a position in Lamb Weston in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Lamb Weston position peaked at $8.6M in Q1 2023.
  • 634 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.