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Plante Moran Financial Advisors’s Lamb Weston LW Stock Holding History

Plante Moran Financial Advisors’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 		$2.42K Buy
56
+35
+167% +$1.51K ﹤0.01% 721
2026
Q1 		$887 Hold
21
– – ﹤0.01% 669
2025
Q4 		$880 Hold
21
– – ﹤0.01% 750
2025
Q3 		$1.22K Hold
21
– – ﹤0.01% 690
2025
Q2 		$1.09K Sell
21
-503
-96% -$26.9K ﹤0.01% 693
2025
Q1 		$27.9K Hold
524
– – ﹤0.01% 434
2024
Q4 		$35K Sell
524
-1,103
-68% -$82.3K ﹤0.01% 403
2024
Q3 		$105K Buy
1,627
+1,003
+161% +$66.2K 0.01% 277
2024
Q2 		$52.5K Hold
624
– – 0.01% 332
2024
Q1 		$66.5K Buy
624
+603
+2,871% +$62.8K 0.01% 297
2023
Q4 		$2.27K Hold
21
– – ﹤0.01% 712
2023
Q3 		$1.94K Sell
21
-115
-85% -$11.7K ﹤0.01% 662
2023
Q2 		$15.6K Buy
136
+115
+548% +$12.8K ﹤0.01% 492
2023
Q1 		$2.19K Buy
+21
New +$2.08K ﹤0.01% 700
2022
Q3 		– Sell
-104
Closed -$7K – 981
2022
Q2 		$7K Hold
104
– – ﹤0.01% 663
2022
Q1 		$6K Hold
104
– – ﹤0.01% 658
2021
Q4 		$7K Hold
104
– – ﹤0.01% 757
2021
Q3 		$6K Buy
+104
New +$7.04K ﹤0.01% 765
2021
Q1 		– Sell
-66
Closed -$5K – 1066
2020
Q4 		$5K Buy
+66
New +$4.81K ﹤0.01% 698
2020
Q1 		– Sell
-172
Closed -$15K – 793
2019
Q4 		$15K Buy
+172
New +$13.9K 0.01% 504
2018
Q3 		– Sell
-16
Closed -$1K – 815
2018
Q2 		$1K Sell
16
-19
-54% -$1.24K ﹤0.01% 769
2018
Q1 		$2K Sell
35
-33
-49% -$1.87K ﹤0.01% 847
2017
Q4 		$4K Buy
68
+49
+258% +$2.58K ﹤0.01% 723
2017
Q3 		$1K Hold
19
– – ﹤0.01% 775
2017
Q2 		$1K Sell
19
-166
-90% -$7.29K ﹤0.01% 792
2017
Q1 		$8K Sell
185
-248
-57% -$9.79K ﹤0.01% 619
2016
Q4 		$16K Buy
+433
New +$14.8K 0.01% 511

Other funds holding LW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
GD
Grandfield & Dodd New York $1.91B AUM 31.61% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Plante Moran Financial Advisors's LW Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Lamb Weston (LW) stake by 167% in Q2 2026, buying an estimated $1.51K and bringing the position to 56 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Plante Moran Financial Advisors first reported a position in LW in Q4 2016 and has held it in 27 quarters since. The position peaked at $105K in Q3 2024. 295 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Plante Moran Financial Advisors held 56 shares of Lamb Weston worth $2.42K as of Q2 2026.
  • Plante Moran Financial Advisors bought 35 Lamb Weston shares in Q2 2026, an estimated $1.51K.
  • Lamb Weston made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #721 holding.
  • Plante Moran Financial Advisors first reported a position in Lamb Weston in Q4 2016 and has held it in 27 quarters since.
  • Plante Moran Financial Advisors's Lamb Weston position peaked at $105K in Q3 2024.
  • 295 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.