Root Financial Partners
LW icon

Root Financial Partners’s Lamb Weston LW Stock Holding History

Root Financial Partners’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 		$66.4K Buy
+1,593
New +$79K ﹤0.01% 937
2026
Q2 		– Sell
-572
Closed -$24.2K – 1999
2026
Q1 		$24.2K Buy
572
+397
+227% +$17.7K ﹤0.01% 1214
2025
Q4 		$7.33K Sell
175
-90
-34% -$5.3K ﹤0.01% 1629
2025
Q3 		$15.4K Buy
+265
New +$14.5K ﹤0.01% 1249

Other funds holding LW

Dimensional Fund Advisors
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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

Root Financial Partners's LW Position: Q3 2026 in Review

Root Financial Partners opened a new position in Lamb Weston (LW) in Q3 2026: 1,593 shares worth $66.4K. The stake represents ﹤0.01% of the portfolio and ranks #937 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LW as recently as Q1 2026.

Root Financial Partners 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.

  • Root Financial Partners held 1,593 shares of Lamb Weston worth $66.4K as of Q3 2026.
  • Lamb Weston was a new Root Financial Partners position in Q3 2026.
  • Lamb Weston made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #937 holding.
  • Root Financial Partners 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 Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.