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Principal Securities’s Lamb Weston LW Stock Holding History

Principal Securities’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 		$262K Sell
6,062
-453
-7% -$19.5K ﹤0.01% 1386
2026
Q1 		$275K Buy
6,515
+298
+5% +$13.3K ﹤0.01% 1249
2025
Q4 		$260K Buy
6,217
+342
+6% +$20.1K ﹤0.01% 1201
2025
Q3 		$341K Buy
5,875
+294
+5% +$16.1K 0.01% 1068
2025
Q2 		$289K Buy
5,581
+1,983
+55% +$106K 0.01% 1076
2025
Q1 		$240K Hold
3,598
– – 0.01% 1056
2024
Q4 		$240K Buy
3,598
+553
+18% +$41.3K 0.01% 1054
2024
Q3 		$197K Sell
3,045
-8
-0.3% -$528 ﹤0.01% 1111
2024
Q2 		$257K Buy
3,053
+1,016
+50% +$86.7K 0.01% 948
2024
Q1 		$217K Buy
2,037
+292
+17% +$30.4K 0.01% 981
2023
Q4 		$189K Buy
+1,745
New +$168K 0.01% 950

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 Securities's LW Position: Q2 2026 in Review

Principal Securities reduced its Lamb Weston (LW) stake by 7% in Q2 2026, selling an estimated $19.5K and leaving 6,062 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Principal Securities first reported a position in LW in Q4 2023 and has held it in 11 quarters since. The position peaked at $341K in Q3 2025. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Principal Securities held 6,062 shares of Lamb Weston worth $262K as of Q2 2026.
  • Principal Securities sold 453 Lamb Weston shares in Q2 2026, an estimated $19.5K.
  • Lamb Weston made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1386 holding.
  • Principal Securities first reported a position in Lamb Weston in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Lamb Weston position peaked at $341K in Q3 2025.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

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