Ritter Daniher Financial Advisory’s Lamb Weston LW Stock Holding History

Ritter Daniher Financial Advisory’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 Q1	–	Sell	-41	Closed	-$2.74K	–	322
2024 Q4	$2.74K	Hold	41	–	–	﹤0.01%	270
2024 Q3	$2.65K	Hold	41	–	–	﹤0.01%	276
2024 Q2	$3.45K	Hold	41	–	–	﹤0.01%	270
2024 Q1	$4.37K	Hold	41	–	–	﹤0.01%	257
2023 Q4	$4.43K	Hold	41	–	–	﹤0.01%	274
2023 Q3	$3.79K	Hold	41	–	–	﹤0.01%	280
2023 Q2	$4.71K	Hold	41	–	–	﹤0.01%	258
2023 Q1	$4.29K	Buy	+41	New	+$4.05K	﹤0.01%	238

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ritter Daniher Financial Advisory's LW Position: Q1 2025 in Review

Ritter Daniher Financial Advisory sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 41 shares — an estimated $2.74K sold.

Ritter Daniher Financial Advisory first reported a position in LW in Q1 2023 and held it in 8 quarters. The position peaked at $4.71K in Q2 2023. 634 funds tracked by Wall St. Rank hold LW as of Q1 2025.

Ritter Daniher Financial Advisory reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 41 Lamb Weston shares in Q1 2025, an estimated $2.74K.
Ritter Daniher Financial Advisory first reported a position in Lamb Weston in Q1 2023 and held it in 8 quarters.
Ritter Daniher Financial Advisory's Lamb Weston position peaked at $4.71K in Q2 2023.
634 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.