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

Private 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
Q2 		$821 Hold
19
– – ﹤0.01% 1335
2026
Q1 		$803 Hold
19
– – ﹤0.01% 1292
2025
Q4 		$796 Hold
19
– – ﹤0.01% 1311
2025
Q3 		$1.1K Hold
19
– – ﹤0.01% 1259
2025
Q2 		$986 Hold
19
– – ﹤0.01% 1286
2025
Q1 		$1.01K Sell
19
-49
-72% -$2.77K ﹤0.01% 1267
2024
Q4 		$4.54K Hold
68
– – ﹤0.01% 782
2024
Q3 		$4.4K Buy
68
+29
+74% +$1.92K ﹤0.01% 780
2024
Q2 		$3.28K Buy
39
+21
+117% +$1.79K ﹤0.01% 879
2024
Q1 		$1.92K Hold
18
– – ﹤0.01% 990
2023
Q4 		$1.95K Buy
+18
New +$1.73K ﹤0.01% 993

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

Private Wealth Management Group's LW Position: Q2 2026 in Review

Private Wealth Management Group held its Lamb Weston (LW) position steady in Q2 2026 at 19 shares worth $821. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Private Wealth Management Group first reported a position in LW in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.54K in Q4 2024. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Private Wealth Management Group held 19 shares of Lamb Weston worth $821 as of Q2 2026.
  • Private Wealth Management Group left its Lamb Weston share count unchanged in Q2 2026.
  • Lamb Weston made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1335 holding.
  • Private Wealth Management Group first reported a position in Lamb Weston in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Lamb Weston position peaked at $4.54K in Q4 2024.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.