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Private Wealth Asset Management’s Lamb Weston LW Stock Holding History

Private Wealth Asset 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
Q1 		– Sell
-3
Closed -$126 – 1056
2025
Q4 		$126 Hold
3
– – ﹤0.01% 1066
2025
Q3 		$174 Sell
3
-63
-95% -$3.44K ﹤0.01% 1013
2025
Q2 		$3.42K Buy
66
+53
+408% +$2.84K ﹤0.01% 792
2025
Q1 		$693 Buy
+13
New +$736 ﹤0.01% 954

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

Private Wealth Asset Management's LW Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Lamb Weston (LW) in Q1 2026, closing a stake of 3 shares — an estimated $126 sold.

Private Wealth Asset Management first reported a position in LW in Q1 2025 and held it in 4 quarters. The position peaked at $3.42K in Q2 2025. 567 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Lamb Weston position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 3 Lamb Weston shares in Q1 2026, an estimated $126.
  • Private Wealth Asset Management first reported a position in Lamb Weston in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Lamb Weston position peaked at $3.42K in Q2 2025.
  • 567 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.