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Retirement Wealth Solutions’s Lamb Weston LW Stock Holding History

Retirement Wealth Solutions’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 		$389 Buy
9
+5
+125% +$216 ﹤0.01% 745
2026
Q1 		$170 Buy
+4
New +$179 ﹤0.01% 785
2025
Q4 		– Sell
-7
Closed -$407 – 813
2025
Q3 		$407 Buy
+7
New +$383 ﹤0.01% 712

Other funds holding LW

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Retirement Wealth Solutions's LW Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Lamb Weston (LW) stake by 125% in Q2 2026, buying an estimated $216 and bringing the position to 9 shares worth $389. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Retirement Wealth Solutions first reported a position in LW in Q3 2025 and has held it in 3 quarters since. The position peaked at $407 in Q3 2025. 68 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Retirement Wealth Solutions held 9 shares of Lamb Weston worth $389 as of Q2 2026.
  • Retirement Wealth Solutions bought 5 Lamb Weston shares in Q2 2026, an estimated $216.
  • Lamb Weston made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #745 holding.
  • Retirement Wealth Solutions first reported a position in Lamb Weston in Q3 2025 and has held it in 3 quarters since.
  • Retirement Wealth Solutions's Lamb Weston position peaked at $407 in Q3 2025.
  • 68 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.