PWM
LW icon

Perigon Wealth Management’s Lamb Weston LW Stock Holding History

Perigon Wealth Management’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
2024
Q2 		– Sell
-1,973
Closed -$210K – 898
2024
Q1 		$210K Buy
+1,973
New +$205K 0.01% 796
2021
Q1 		– Sell
-315
Closed -$25K – 804
2020
Q4 		$25K Buy
+315
New +$22.9K ﹤0.01% 969
2018
Q2 		– Sell
-333
Closed -$19K – 461
2018
Q1 		$19K Hold
333
– – 0.01% 446
2017
Q4 		$19K Hold
333
– – 0.01% 411
2017
Q3 		$16K Sell
333
-66
-17% -$2.96K 0.01% 466
2017
Q2 		$18K Hold
399
– – ﹤0.01% 457
2017
Q1 		$17K Hold
399
– – ﹤0.01% 482
2016
Q4 		$16K Buy
+399
New +$13.6K ﹤0.01% 498

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return