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SHP Wealth Management’s Lamb Weston LW Stock Holding History

SHP Wealth 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
2026
Q2 		$11.5K Buy
266
+5
+2% +$216 ﹤0.01% 927
2026
Q1 		$11K Buy
261
+11
+4% +$491 ﹤0.01% 876
2025
Q4 		$10.5K Buy
+250
New +$14.7K ﹤0.01% 822

Other funds holding LW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

SHP Wealth Management's LW Position: Q2 2026 in Review

SHP Wealth Management increased its Lamb Weston (LW) stake by 1.9% in Q2 2026, buying an estimated $216 and bringing the position to 266 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

SHP Wealth Management first reported a position in LW in Q4 2025 and has held it in 3 quarters since. 319 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • SHP Wealth Management held 266 shares of Lamb Weston worth $11.5K as of Q2 2026.
  • SHP Wealth Management bought 5 Lamb Weston shares in Q2 2026, an estimated $216.
  • Lamb Weston made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #927 holding.
  • SHP Wealth Management first reported a position in Lamb Weston in Q4 2025 and has held it in 3 quarters since.
  • 319 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.