Sierra Ocean’s Lamb Weston LW Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-6	Closed	-$312	–	561
2025 Q2	$312	Hold	6	–	–	﹤0.01%	1021
2025 Q1	$321	Sell	6 -19	-76%	-$1.08K	﹤0.01%	1037
2024 Q4	$1.68K	Buy	+25	New	+$1.86K	﹤0.01%	815

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

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

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

JPM

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CCP

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

Sierra Ocean's LW Position: Q3 2025 in Review

Sierra Ocean sold out of Lamb Weston (LW) in Q3 2025, closing a stake of 6 shares — an estimated $312 sold.

Sierra Ocean first reported a position in LW in Q4 2024 and held it in 3 quarters. The position peaked at $1.68K in Q4 2024. 623 funds tracked by Wall St. Rank hold LW as of Q3 2025.

Sierra Ocean reported no remaining Lamb Weston position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 6 Lamb Weston shares in Q3 2025, an estimated $312.
Sierra Ocean first reported a position in Lamb Weston in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Lamb Weston position peaked at $1.68K in Q4 2024.
623 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.