Savant Capital’s Lamb Weston LW Stock Holding History

Savant Capital’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	-3,809	Closed	-$255K	–	1279
2024 Q4	$255K	Buy	3,809 +395	+12%	+$29.5K	﹤0.01%	1194
2024 Q3	$221K	Sell	3,414 -551	-14%	-$36.4K	﹤0.01%	1235
2024 Q2	$333K	Buy	3,965 +403	+11%	+$34.4K	﹤0.01%	938
2024 Q1	$379K	Buy	3,562 +115	+3%	+$12K	﹤0.01%	814
2023 Q4	$373K	Buy	+3,447	New	+$332K	﹤0.01%	639

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

Savant Capital's LW Position: Q1 2025 in Review

Savant Capital sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 3,809 shares — an estimated $255K sold.

Savant Capital first reported a position in LW in Q4 2023 and held it in 5 quarters. The position peaked at $379K in Q1 2024. 634 funds tracked by Wall St. Rank hold LW as of Q1 2025.

Savant Capital reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
Savant Capital sold 3,809 Lamb Weston shares in Q1 2025, an estimated $255K.
Savant Capital first reported a position in Lamb Weston in Q4 2023 and held it in 5 quarters.
Savant Capital's Lamb Weston position peaked at $379K in Q1 2024.
634 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.