PSI Advisors’s Lamb Weston LW Stock Holding History

PSI 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
2025 Q2	–	Sell	-61	Closed	-$3.25K	–	437
2025 Q1	$3.25K	Hold	61	–	–	﹤0.01%	558
2024 Q4	$4.08K	Hold	61	–	–	﹤0.01%	649
2024 Q3	$3.95K	Hold	61	–	–	﹤0.01%	688
2024 Q2	$5.13K	Hold	61	–	–	﹤0.01%	638
2024 Q1	$6.5K	Hold	61	–	–	﹤0.01%	550
2023 Q4	$6.59K	Hold	61	–	–	﹤0.01%	578
2023 Q3	$5.64K	Hold	61	–	–	﹤0.01%	577
2023 Q2	$7.01K	Buy	61 +60	+6,000%	+$6.69K	﹤0.01%	541
2023 Q1	$105	Hold	1	–	–	﹤0.01%	769
2022 Q4	$89	Hold	1	–	–	﹤0.01%	758
2022 Q3	$0	Buy	+1	New	+$78	﹤0.01%	807
2022 Q2	–	Sell	-1	Closed	–	–	820
2022 Q1	$0	Hold	1	–	–	﹤0.01%	769
2021 Q4	$0	Buy	+1	New	+$58	﹤0.01%	797

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return