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SageView Advisory Group’s Lamb Weston LW Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-887
Closed -$37.1K – 1656
2025
Q4 		$37.1K Buy
+887
New +$52.2K ﹤0.01% 1199
2024
Q2 		– Sell
-4,281
Closed -$912K – 644
2024
Q1 		$912K Buy
+4,281
New +$446K 0.05% 211

Other funds holding LW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CGC
Continental Grain Company New York $448M AUM 6.81% 1-Year Est. Return

SageView Advisory Group's LW Position: Q1 2026 in Review

SageView Advisory Group sold out of Lamb Weston (LW) in Q1 2026, closing a stake of 887 shares — an estimated $37.1K sold.

SageView Advisory Group first reported a position in LW in Q1 2024 and held it in 2 quarters. The position peaked at $912K in Q1 2024. 566 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • SageView Advisory Group reported no remaining Lamb Weston position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 887 Lamb Weston shares in Q1 2026, an estimated $37.1K.
  • SageView Advisory Group first reported a position in Lamb Weston in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Lamb Weston position peaked at $912K in Q1 2024.
  • 566 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.