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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
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 $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

Pinnacle Wealth Planning Services's LW Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Lamb Weston (LW) stake by 422% in Q1 2026, buying an estimated $112K and bringing the position to 3,103 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #661.

Pinnacle Wealth Planning Services first reported a position in LW in Q4 2020 and has held it in 3 quarters since. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,103 shares of Lamb Weston worth $131K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 2,508 Lamb Weston shares in Q1 2026, an estimated $112K.
  • Lamb Weston made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #661 holding.
  • Pinnacle Wealth Planning Services first reported a position in Lamb Weston in Q4 2020 and has held it in 3 quarters since.
  • 561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.