Qsemble Capital Management’s Lamb Weston LW Stock Holding History

Qsemble Capital 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 Q2	$1.35M	Buy	+31,152	New	+$1.34M	0.17%	192
2025 Q4	–	Sell	-7,804	Closed	-$453K	–	564
2025 Q3	$453K	Sell	7,804 -752	-9%	-$41.1K	0.04%	344
2025 Q2	$444K	Buy	8,556 +3,388	+66%	+$181K	0.04%	333
2025 Q1	$275K	Buy	+5,168	New	+$293K	0.03%	382
2024 Q1	–	Sell	-4,009	Closed	-$433K	–	482
2023 Q4	$433K	Sell	4,009 -7,991	-67%	-$770K	0.11%	257
2023 Q3	$1.11M	Buy	12,000 +5,900	+97%	+$598K	0.21%	166
2023 Q2	$701K	Buy	+6,100	New	+$680K	0.5%	80

Other funds holding LW

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Qsemble Capital Management's LW Position: Q2 2026 in Review

Qsemble Capital Management opened a new position in Lamb Weston (LW) in Q2 2026: 31,152 shares worth $1.35M. The stake represents 0.17% of the portfolio and ranks #192 among its holdings. This is a return to the name: Qsemble Capital Management previously reported a position in LW as recently as Q3 2025.

Qsemble Capital Management first reported a position in LW in Q2 2023 and has held it in 7 quarters since. 224 funds tracked by Wall St. Rank hold LW as of Q2 2026.

Qsemble Capital Management held 31,152 shares of Lamb Weston worth $1.35M as of Q2 2026.
Lamb Weston was a new Qsemble Capital Management position in Q2 2026.
Lamb Weston made up 0.17% of Qsemble Capital Management's portfolio in Q2 2026, its #192 holding.
Qsemble Capital Management first reported a position in Lamb Weston in Q2 2023 and has held it in 7 quarters since.
224 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Qsemble Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.