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Sigma Planning Corp’s Lamb Weston LW Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-5,605
Closed -$299K – 1308
2025
Q1 		$299K Buy
5,605
+384
+7% +$21.7K 0.01% 947
2024
Q4 		$349K Hold
5,221
– – 0.01% 877
2024
Q3 		$338K Buy
5,221
+2,764
+112% +$183K 0.01% 910
2024
Q2 		$207K Buy
+2,457
New +$210K 0.01% 1075
2022
Q1 		– Sell
-4,581
Closed -$290K – 1447
2021
Q4 		$290K Buy
+4,581
New +$264K 0.01% 1100

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sigma Planning Corp's LW Position: Q2 2025 in Review

Sigma Planning Corp sold out of Lamb Weston (LW) in Q2 2025, closing a stake of 5,605 shares — an estimated $299K sold.

Sigma Planning Corp first reported a position in LW in Q4 2021 and held it in 5 quarters. The position peaked at $349K in Q4 2024. 621 funds tracked by Wall St. Rank hold LW as of Q2 2025.

  • Sigma Planning Corp reported no remaining Lamb Weston position as of Q2 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 5,605 Lamb Weston shares in Q2 2025, an estimated $299K.
  • Sigma Planning Corp first reported a position in Lamb Weston in Q4 2021 and held it in 5 quarters.
  • Sigma Planning Corp's Lamb Weston position peaked at $349K in Q4 2024.
  • 621 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.