Schechter Investment Advisors’s Lamb Weston LW Stock Holding History

Schechter Investment Advisors’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	-4,558	Closed	-$305K	–	668
2024 Q4	$305K	Buy	4,558 +124	+3%	+$9.25K	0.02%	491
2024 Q3	$287K	Sell	4,434 -464	-9%	-$30.6K	0.02%	507
2024 Q2	$412K	Buy	4,898 +911	+23%	+$77.7K	0.03%	414
2024 Q1	$425K	Buy	3,987 +12	+0.3%	+$1.25K	0.03%	416
2023 Q4	$430K	Buy	3,975 +6	+0.2%	+$578	0.04%	384
2023 Q3	$367K	Sell	3,969 -105	-3%	-$10.6K	0.04%	405
2023 Q2	$468K	Buy	4,074 +44	+1%	+$4.91K	0.04%	396
2023 Q1	$421K	Sell	4,030 -935	-19%	-$92.5K	0.04%	449
2022 Q4	$444K	Buy	4,965 +77	+2%	+$6.55K	0.04%	528
2022 Q3	$379K	Buy	+4,888	New	+$382K	0.04%	603

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Schechter Investment Advisors's LW Position: Q1 2025 in Review

Schechter Investment Advisors sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 4,558 shares — an estimated $305K sold.

Schechter Investment Advisors first reported a position in LW in Q3 2022 and held it in 10 quarters. The position peaked at $468K in Q2 2023. 633 funds tracked by Wall St. Rank hold LW as of Q1 2025.

Schechter Investment Advisors reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
Schechter Investment Advisors sold 4,558 Lamb Weston shares in Q1 2025, an estimated $305K.
Schechter Investment Advisors first reported a position in Lamb Weston in Q3 2022 and held it in 10 quarters.
Schechter Investment Advisors's Lamb Weston position peaked at $468K in Q2 2023.
633 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.