Scopus Asset Management’s Lamb Weston LW Stock Holding History

Scopus Asset Management’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
2022 Q1	–	Sell	-250,000	Closed	-$15.8M	–	312
2021 Q4	$15.8M	Buy	+250,000	New	+$14.4M	0.34%	97

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

CCP

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

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

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

Scopus Asset Management's LW Position: Q2 2025 in Review

Scopus Asset Management sold out of Lamb Weston (LW) in Q2 2025, closing a stake of 12,759 shares — an estimated $680K sold.

Scopus Asset Management first reported a position in LW in Q3 2017 and held it in 15 quarters. The position peaked at $69.2M in Q2 2024. 622 funds tracked by Wall St. Rank hold LW as of Q2 2025.

Scopus Asset Management reported no remaining Lamb Weston position as of Q2 2025 after selling out during the quarter.
Scopus Asset Management sold 12,759 Lamb Weston shares in Q2 2025, an estimated $680K.
Scopus Asset Management first reported a position in Lamb Weston in Q3 2017 and held it in 15 quarters.
Scopus Asset Management's Lamb Weston position peaked at $69.2M in Q2 2024.
622 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2025.

Based on Scopus Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.