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Polymer Capital Management’s Lamb Weston LW Stock Holding History

Polymer Capital 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
2026
Q2 		– Sell
-12,167
Closed -$514K – 841
2026
Q1 		$514K Sell
12,167
-14,925
-55% -$666K 0.05% 412
2025
Q4 		$1.13M Buy
+27,092
New +$1.59M 0.12% 229

Other funds holding LW

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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

Polymer Capital Management's LW Position: Q2 2026 in Review

Polymer Capital Management sold out of Lamb Weston (LW) in Q2 2026, closing a stake of 12,167 shares — an estimated $514K sold.

Polymer Capital Management first reported a position in LW in Q4 2025 and held it in 2 quarters. The position peaked at $1.13M in Q4 2025. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Polymer Capital Management reported no remaining Lamb Weston position as of Q2 2026 after selling out during the quarter.
  • Polymer Capital Management sold 12,167 Lamb Weston shares in Q2 2026, an estimated $514K.
  • Polymer Capital Management first reported a position in Lamb Weston in Q4 2025 and held it in 2 quarters.
  • Polymer Capital Management's Lamb Weston position peaked at $1.13M in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.