Principal Financial Group
LW icon

Principal Financial Group’s Lamb Weston LW Stock Holding History

Principal Financial 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
Q2 		$52.4M Buy
1,214,056
+523,563
+76% +$22.6M 0.03% 516
2026
Q1 		$29.2M Buy
690,493
+536,745
+349% +$24M 0.02% 705
2025
Q4 		$6.44M Buy
153,748
+3,852
+3% +$227K ﹤0.01% 1519
2025
Q3 		$8.71M Sell
149,896
-18,604
-11% -$1.02M ﹤0.01% 1361
2025
Q2 		$8.74M Buy
168,500
+6,974
+4% +$373K ﹤0.01% 1334
2025
Q1 		$8.61M Sell
161,526
-4,858
-3% -$275K ﹤0.01% 1340
2024
Q4 		$11.1M Buy
166,384
+431
+0.3% +$32.2K 0.01% 1235
2024
Q3 		$10.7M Buy
165,953
+3,927
+2% +$259K 0.01% 1235
2024
Q2 		$13.6M Sell
162,026
-7,035
-4% -$600K 0.01% 1106
2024
Q1 		$18M Sell
169,061
-1,561
-0.9% -$162K 0.01% 982
2023
Q4 		$18.4M Sell
170,622
-9,711
-5% -$935K 0.01% 930
2023
Q3 		$16.7M Sell
180,333
-98,377
-35% -$9.97M 0.01% 915
2023
Q2 		$32M Sell
278,710
-129,855
-32% -$14.5M 0.02% 586
2023
Q1 		$42.7M Buy
408,565
+60,797
+17% +$6.01M 0.03% 476
2022
Q4 		$31.1M Buy
347,768
+168,095
+94% +$14.3M 0.02% 576
2022
Q3 		$13.9M Sell
179,673
-3,343
-2% -$261K 0.01% 996
2022
Q2 		$13.1M Buy
183,016
+7,370
+4% +$487K 0.01% 1106
2022
Q1 		$10.5M Buy
175,646
+28
+0% +$1.74K 0.01% 1345
2021
Q4 		$11.1M Sell
175,618
-8,654
-5% -$499K 0.01% 1334
2021
Q3 		$11.3M Buy
184,272
+1,633
+0.9% +$111K 0.01% 1340
2021
Q2 		$14.7M Buy
182,639
+3,638
+2% +$291K 0.01% 1196
2021
Q1 		$13.9M Sell
179,001
-16,395
-8% -$1.29M 0.01% 1201
2020
Q4 		$15.4M Sell
195,396
-18,069
-8% -$1.32M 0.01% 953
2020
Q3 		$14.1M Sell
213,465
-13,112
-6% -$840K 0.01% 865
2020
Q2 		$14.5M Buy
226,577
+4,190
+2% +$253K 0.01% 824
2020
Q1 		$12.7M Buy
222,387
+10,905
+5% +$896K 0.01% 760
2019
Q4 		$18.2M Sell
211,482
-4,682
-2% -$377K 0.02% 873
2019
Q3 		$15.7M Sell
216,164
-2,727
-1% -$187K 0.01% 944
2019
Q2 		$13.9M Buy
218,891
+2,865
+1% +$189K 0.01% 1043
2019
Q1 		$16.2M Sell
216,026
-2,457
-1% -$174K 0.02% 929
2018
Q4 		$16.1M Sell
218,483
-433,119
-66% -$33.2M 0.02% 849
2018
Q3 		$43.4M Buy
651,602
+7,942
+1% +$545K 0.04% 468
2018
Q2 		$44.1M Buy
643,660
+5,127
+0.8% +$335K 0.04% 446
2018
Q1 		$37.2M Buy
638,533
+19,474
+3% +$1.1M 0.04% 495
2017
Q4 		$34.9M Buy
619,059
+2,668
+0.4% +$141K 0.03% 520
2017
Q3 		$28.9M Buy
616,391
+23,929
+4% +$1.07M 0.03% 590
2017
Q2 		$26.1M Buy
592,462
+17,782
+3% +$781K 0.03% 637
2017
Q1 		$24.2M Buy
574,680
+18,244
+3% +$720K 0.03% 610
2016
Q4 		$21.1M Buy
+556,436
New +$19M 0.03% 655

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

Principal Financial Group's LW Position: Q2 2026 in Review

Principal Financial Group increased its Lamb Weston (LW) stake by 76% in Q2 2026, buying an estimated $22.6M and bringing the position to 1,214,056 shares worth $52.4M. The position accounts for 0.03% of the portfolio, ranked #516.

Principal Financial Group first reported a position in LW in Q4 2016 and has held it in 39 quarters since. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Principal Financial Group held 1,214,056 shares of Lamb Weston worth $52.4M as of Q2 2026.
  • Principal Financial Group bought 523,563 Lamb Weston shares in Q2 2026, an estimated $22.6M.
  • Lamb Weston made up 0.03% of Principal Financial Group's portfolio in Q2 2026, its #516 holding.
  • Principal Financial Group first reported a position in Lamb Weston in Q4 2016 and has held it in 39 quarters since.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.