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Pinnacle Wealth Planning Services’s Lamb Weston LW Stock Holding History

Pinnacle Wealth Planning Services’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 		$137K Buy
3,166
+63
+2% +$2.72K 0.01% 710
2026
Q1 		$131K Buy
3,103
+2,508
+422% +$112K 0.01% 661
2025
Q4 		$24.9K Buy
+595
New +$35K ﹤0.01% 1615
2021
Q1 		– Sell
-930
Closed -$73K – 1263
2020
Q4 		$73K Buy
+930
New +$67.7K 0.02% 621

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

Pinnacle Wealth Planning Services's LW Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Lamb Weston (LW) stake by 2% in Q2 2026, buying an estimated $2.72K and bringing the position to 3,166 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #710.

Pinnacle Wealth Planning Services first reported a position in LW in Q4 2020 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,166 shares of Lamb Weston worth $137K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 63 Lamb Weston shares in Q2 2026, an estimated $2.72K.
  • Lamb Weston made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #710 holding.
  • Pinnacle Wealth Planning Services first reported a position in Lamb Weston in Q4 2020 and has held it in 4 quarters since.
  • 558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.