RFP
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
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

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
GF
Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Root Financial Partners's LW Position: Q2 2026 in Review

Root Financial Partners sold out of Lamb Weston (LW) in Q2 2026, closing a stake of 572 shares — an estimated $24.2K sold.

Root Financial Partners first reported a position in LW in Q3 2025 and held it in 3 quarters. The position peaked at $24.2K in Q1 2026. 183 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Root Financial Partners reported no remaining Lamb Weston position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 572 Lamb Weston shares in Q2 2026, an estimated $24.2K.
  • Root Financial Partners first reported a position in Lamb Weston in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Lamb Weston position peaked at $24.2K in Q1 2026.
  • 183 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.