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Principia Wealth Advisory’s Lamb Weston LW Stock Holding History

Principia Wealth Advisory’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
-2
Closed -$85 – 1082
2026
Q1 		$85 Buy
2
+1
+100% +$45 ﹤0.01% 1019
2025
Q4 		$42 Hold
1
– – ﹤0.01% 1012
2025
Q3 		$58 Buy
+1
New +$55 ﹤0.01% 957
2025
Q1 		– Sell
-4
Closed -$267 – 892
2024
Q4 		$267 Buy
+4
New +$298 ﹤0.01% 687

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principia Wealth Advisory's LW Position: Q2 2026 in Review

Principia Wealth Advisory sold out of Lamb Weston (LW) in Q2 2026, closing a stake of 2 shares — an estimated $85 sold.

Principia Wealth Advisory first reported a position in LW in Q4 2024 and held it in 4 quarters. The position peaked at $267 in Q4 2024. 559 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Principia Wealth Advisory reported no remaining Lamb Weston position as of Q2 2026 after selling out during the quarter.
  • Principia Wealth Advisory sold 2 Lamb Weston shares in Q2 2026, an estimated $85.
  • Principia Wealth Advisory first reported a position in Lamb Weston in Q4 2024 and held it in 4 quarters.
  • Principia Wealth Advisory's Lamb Weston position peaked at $267 in Q4 2024.
  • 559 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.