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Rise Advisors’s Lamb Weston LW Stock Holding History

Rise 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
Q4 		– Sell
-168
Closed -$9.76K – 871
2025
Q3 		$9.76K Buy
168
+1
+0.6% +$55 ﹤0.01% 1010
2025
Q2 		$8.66K Buy
167
+1
+0.6% +$54 ﹤0.01% 1057
2025
Q1 		$8.84K Buy
166
+37
+29% +$2.1K ﹤0.01% 1062
2024
Q4 		$8.61K Buy
129
+1
+0.8% +$75 ﹤0.01% 1007
2024
Q3 		$8.3K Hold
128
– – ﹤0.01% 1037
2024
Q2 		$10.7K Buy
128
+1
+0.8% +$85 0.01% 989
2024
Q1 		$13.5K Buy
+127
New +$13.2K 0.01% 928

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Rise Advisors's LW Position: Q4 2025 in Review

Rise Advisors sold out of Lamb Weston (LW) in Q4 2025, closing a stake of 168 shares — an estimated $9.76K sold.

Rise Advisors first reported a position in LW in Q1 2024 and held it in 7 quarters. The position peaked at $13.5K in Q1 2024. 624 funds tracked by Wall St. Rank hold LW as of Q4 2025.

  • Rise Advisors reported no remaining Lamb Weston position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 168 Lamb Weston shares in Q4 2025, an estimated $9.76K.
  • Rise Advisors first reported a position in Lamb Weston in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Lamb Weston position peaked at $13.5K in Q1 2024.
  • 624 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.