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Prestige Wealth Management Group’s Lamb Weston LW Stock Holding History

Prestige Wealth Management Group’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 		– Sell
-39
Closed -$1.63K – 1150
2025
Q4 		$1.63K Sell
39
-150
-79% -$8.83K ﹤0.01% 797
2025
Q3 		$11K Sell
189
-15
-7% -$820 ﹤0.01% 432
2025
Q2 		$10.6K Hold
204
– – ﹤0.01% 431
2025
Q1 		$10.9K Buy
204
+8
+4% +$453 ﹤0.01% 424
2024
Q4 		$13.1K Hold
196
– – ﹤0.01% 420
2024
Q3 		$12.7K Hold
196
– – ﹤0.01% 411
2024
Q2 		$16.5K Hold
196
– – ﹤0.01% 337
2024
Q1 		$20.9K Hold
196
– – ﹤0.01% 340
2023
Q4 		$21.2K Hold
196
– – ﹤0.01% 330
2023
Q3 		$18.1K Sell
196
-4
-2% -$406 ﹤0.01% 350
2023
Q2 		$23K Buy
200
+3
+2% +$335 0.01% 351
2023
Q1 		$20.6K Hold
197
– – 0.01% 336
2022
Q4 		$17.6K Hold
197
– – ﹤0.01% 371
2022
Q3 		$16K Buy
197
+150
+319% +$11.7K ﹤0.01% 351
2022
Q2 		$3K Hold
47
– – ﹤0.01% 694
2022
Q1 		$3K Hold
47
– – ﹤0.01% 719
2021
Q4 		$3K Hold
47
– – ﹤0.01% 732
2021
Q3 		$3K Hold
47
– – ﹤0.01% 738
2021
Q2 		$4K Hold
47
– – ﹤0.01% 682
2021
Q1 		$4K Sell
47
-91
-66% -$7.17K ﹤0.01% 668
2020
Q4 		$11K Sell
138
-18
-12% -$1.31K ﹤0.01% 444
2020
Q3 		$10K Sell
156
-9
-5% -$576 ﹤0.01% 444
2020
Q2 		$11K Sell
165
-74
-31% -$4.47K ﹤0.01% 409
2020
Q1 		$13K Sell
239
-64
-21% -$5.26K 0.01% 335
2019
Q4 		$26K Buy
303
+31
+11% +$2.5K 0.01% 259
2019
Q3 		$20K Buy
272
+14
+5% +$960 0.01% 279
2019
Q2 		$16K Hold
258
– – 0.01% 292
2019
Q1 		$19K Sell
258
-17
-6% -$1.2K 0.01% 284
2018
Q4 		$20K Buy
+275
New +$21.1K 0.01% 307

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CGC
Continental Grain Company New York $448M AUM 6.81% 1-Year Est. Return

Prestige Wealth Management Group's LW Position: Q1 2026 in Review

Prestige Wealth Management Group sold out of Lamb Weston (LW) in Q1 2026, closing a stake of 39 shares — an estimated $1.63K sold.

Prestige Wealth Management Group first reported a position in LW in Q4 2018 and held it in 29 quarters. The position peaked at $26K in Q4 2019. 567 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Prestige Wealth Management Group reported no remaining Lamb Weston position as of Q1 2026 after selling out during the quarter.
  • Prestige Wealth Management Group sold 39 Lamb Weston shares in Q1 2026, an estimated $1.63K.
  • Prestige Wealth Management Group first reported a position in Lamb Weston in Q4 2018 and held it in 29 quarters.
  • Prestige Wealth Management Group's Lamb Weston position peaked at $26K in Q4 2019.
  • 567 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.