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Putney Financial Group’s Lamb Weston LW Stock Holding History

Putney Financial 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
2025
Q3 		– Sell
-370
Closed -$19.2K – 195
2025
Q2 		$19.2K Hold
370
– – 0.02% 179
2025
Q1 		$19.7K Sell
370
-145
-28% -$8.21K 0.02% 162
2024
Q4 		$34.4K Buy
+515
New +$38.4K 0.03% 152

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Putney Financial Group's LW Position: Q3 2025 in Review

Putney Financial Group sold out of Lamb Weston (LW) in Q3 2025, closing a stake of 370 shares — an estimated $19.2K sold.

Putney Financial Group first reported a position in LW in Q4 2024 and held it in 3 quarters. The position peaked at $34.4K in Q4 2024. 623 funds tracked by Wall St. Rank hold LW as of Q3 2025.

  • Putney Financial Group reported no remaining Lamb Weston position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 370 Lamb Weston shares in Q3 2025, an estimated $19.2K.
  • Putney Financial Group first reported a position in Lamb Weston in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Lamb Weston position peaked at $34.4K in Q4 2024.
  • 623 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.