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Shelton Capital Management’s Lamb Weston LW Stock Holding History

Shelton Capital 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
2024
Q4 		– Sell
-4,457
Closed -$289K – 760
2024
Q3 		$289K Sell
4,457
-89,299
-95% -$5.9M 0.01% 524
2024
Q2 		$7.88M Buy
93,756
+12,700
+16% +$1.08M 0.21% 109
2024
Q1 		$8.63M Buy
81,056
+30,301
+60% +$3.15M 0.25% 98
2023
Q4 		$5.49M Buy
50,755
+27,500
+118% +$2.65M 0.17% 143
2023
Q3 		$2.15M Buy
23,255
+4,900
+27% +$497K 0.08% 232
2023
Q2 		$2.11M Buy
18,355
+10,400
+131% +$1.16M 0.08% 231
2023
Q1 		$831K Buy
+7,955
New +$787K 0.03% 251
2018
Q4 		– Sell
-10,475
Closed -$698K – 851
2018
Q3 		$698K Sell
10,475
-14,149
-57% -$971K 0.04% 281
2018
Q2 		$1.69M Hold
24,624
– – 0.1% 177
2018
Q1 		$1.43M Hold
24,624
– – 0.09% 184
2017
Q4 		$1.39M Hold
24,624
– – 0.09% 192
2017
Q3 		$1.16M Hold
24,624
– – 0.08% 209
2017
Q2 		$1.08M Sell
24,624
-33
-0.1% -$1.45K 0.08% 221
2017
Q1 		$1.04M Buy
24,657
+9,445
+62% +$373K 0.07% 221
2016
Q4 		$576K Buy
+15,212
New +$519K 0.04% 327

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
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

Shelton Capital Management's LW Position: Q4 2024 in Review

Shelton Capital Management sold out of Lamb Weston (LW) in Q4 2024, closing a stake of 4,457 shares — an estimated $289K sold.

Shelton Capital Management first reported a position in LW in Q4 2016 and held it in 15 quarters. The position peaked at $8.63M in Q1 2024. 703 funds tracked by Wall St. Rank hold LW as of Q4 2024.

  • Shelton Capital Management reported no remaining Lamb Weston position as of Q4 2024 after selling out during the quarter.
  • Shelton Capital Management sold 4,457 Lamb Weston shares in Q4 2024, an estimated $289K.
  • Shelton Capital Management first reported a position in Lamb Weston in Q4 2016 and held it in 15 quarters.
  • Shelton Capital Management's Lamb Weston position peaked at $8.63M in Q1 2024.
  • 703 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on Shelton Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.