Retirement Wealth Solutions
LW icon

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
Q3 		$876 Buy
21
+12
+133% +$595 ﹤0.01% 761
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Retirement Wealth Solutions's LW Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Lamb Weston (LW) stake by 133% in Q3 2026, buying an estimated $595 and bringing the position to 21 shares worth $876. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Retirement Wealth Solutions first reported a position in LW in Q3 2025 and has held it in 4 quarters since. 328 funds tracked by Wall St. Rank hold LW as of Q3 2026.

  • Retirement Wealth Solutions held 21 shares of Lamb Weston worth $876 as of Q3 2026.
  • Retirement Wealth Solutions bought 12 Lamb Weston shares in Q3 2026, an estimated $595.
  • Lamb Weston made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #761 holding.
  • Retirement Wealth Solutions first reported a position in Lamb Weston in Q3 2025 and has held it in 4 quarters since.
  • 328 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.