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Provenance Wealth Advisors’s Lamb Weston LW Stock Holding History

Provenance Wealth Advisors’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 		$561 Buy
+13
New +$561 ﹤0.01% 560
2024
Q1 		– Sell
-33
Closed -$3.57K – 588
2023
Q4 		$3.57K Buy
+33
New +$3.18K ﹤0.01% 389

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

Provenance Wealth Advisors's LW Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in Lamb Weston (LW) in Q2 2026: 13 shares worth $561. The stake represents ﹤0.01% of the portfolio and ranks #560 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in LW as recently as Q4 2023.

Provenance Wealth Advisors first reported a position in LW in Q4 2023 and has held it in 2 quarters since. The position peaked at $3.57K in Q4 2023. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Provenance Wealth Advisors held 13 shares of Lamb Weston worth $561 as of Q2 2026.
  • Lamb Weston was a new Provenance Wealth Advisors position in Q2 2026.
  • Lamb Weston made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #560 holding.
  • Provenance Wealth Advisors first reported a position in Lamb Weston in Q4 2023 and has held it in 2 quarters since.
  • Provenance Wealth Advisors's Lamb Weston position peaked at $3.57K in Q4 2023.
  • 558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.