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Rothschild Investment LLC’s Lamb Weston LW Stock Holding History

Rothschild Investment LLC’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 		$730K Buy
16,917
+11,850
+234% +$511K 0.03% 494
2026
Q1 		$214K Buy
5,067
+1,375
+37% +$61.4K 0.01% 648
2025
Q4 		$155K Sell
3,692
-700
-16% -$41.2K 0.01% 702
2025
Q3 		$255K Buy
4,392
+1,188
+37% +$64.9K 0.01% 528
2025
Q2 		$166K Sell
3,204
-15
-0.5% -$803 0.01% 549
2025
Q1 		$172K Sell
3,219
-463
-13% -$26.2K 0.01% 529
2024
Q4 		$246K Buy
3,682
+153
+4% +$11.4K 0.02% 459
2024
Q3 		$228K Buy
3,529
+215
+6% +$14.2K 0.02% 486
2024
Q2 		$279K Buy
3,314
+146
+5% +$12.5K 0.02% 433
2024
Q1 		$337K Hold
3,168
– – 0.02% 381
2023
Q4 		$342K Buy
3,168
+30
+1% +$2.89K 0.03% 336
2023
Q3 		$290K Sell
3,138
-5
-0.2% -$507 0.02% 386
2023
Q2 		$361K Buy
3,143
+29
+0.9% +$3.23K 0.03% 348
2023
Q1 		$325K Hold
3,114
– – 0.03% 363
2022
Q4 		$278K Hold
3,114
– – 0.03% 384
2022
Q3 		$241K Hold
3,114
– – 0.02% 403
2022
Q2 		$223K Buy
+3,114
New +$206K 0.02% 416
2021
Q3 		– Sell
-3,114
Closed -$251K – 501
2021
Q2 		$251K Hold
3,114
– – 0.02% 425
2021
Q1 		$241K Buy
+3,114
New +$246K 0.02% 421
2020
Q1 		– Sell
-2,348
Closed -$202K – 447
2019
Q4 		$202K Buy
+2,348
New +$189K 0.02% 426

Other funds holding LW

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Rothschild Investment LLC's LW Position: Q2 2026 in Review

Rothschild Investment LLC increased its Lamb Weston (LW) stake by 234% in Q2 2026, buying an estimated $511K and bringing the position to 16,917 shares worth $730K. The position accounts for 0.03% of the portfolio, ranked #494.

Rothschild Investment LLC first reported a position in LW in Q4 2019 and has held it in 20 quarters since. 267 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Rothschild Investment LLC held 16,917 shares of Lamb Weston worth $730K as of Q2 2026.
  • Rothschild Investment LLC bought 11,850 Lamb Weston shares in Q2 2026, an estimated $511K.
  • Lamb Weston made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #494 holding.
  • Rothschild Investment LLC first reported a position in Lamb Weston in Q4 2019 and has held it in 20 quarters since.
  • 267 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.