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PFS Investments’s Lamb Weston LW Stock Holding History

PFS Investments’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
2023
Q2 		$2.82M Buy
24,529
+8,325
+51% +$929K 0.05% 293
2023
Q1 		$1.73M Buy
+16,204
New +$1.6M 0.03% 331

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

PFS Investments's LW Position: Q2 2023 in Review

PFS Investments increased its Lamb Weston (LW) stake by 51% in Q2 2023, buying an estimated $929K and bringing the position to 24,529 shares worth $2.82M. The position accounts for 0.05% of the portfolio, ranked #293.

PFS Investments first reported a position in LW in Q1 2023 and has held it in 2 quarters since. 781 funds tracked by Wall St. Rank hold LW as of Q2 2023.

  • PFS Investments held 24,529 shares of Lamb Weston worth $2.82M as of Q2 2023.
  • PFS Investments bought 8,325 Lamb Weston shares in Q2 2023, an estimated $929K.
  • Lamb Weston made up 0.05% of PFS Investments's portfolio in Q2 2023, its #293 holding.
  • PFS Investments first reported a position in Lamb Weston in Q1 2023 and has held it in 2 quarters since.
  • 781 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.