Sound Income Strategies’s Lamb Weston LW Stock Holding History

Sound Income Strategies’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	–	Sell	-72	Closed	-$2.77K	–	1582
2026 Q1	$2.77K	Hold	72	–	–	﹤0.01%	2061
2025 Q4	$3.12K	Hold	72	–	–	﹤0.01%	2006
2025 Q3	$4.65K	Hold	72	–	–	﹤0.01%	1190
2025 Q2	$3.73K	Hold	72	–	–	﹤0.01%	1159
2025 Q1	$3.84K	Hold	72	–	–	﹤0.01%	1118
2024 Q4	$4.81K	Hold	72	–	–	﹤0.01%	992
2024 Q3	$4.66K	Hold	72	–	–	﹤0.01%	965
2024 Q2	$6.05K	Hold	72	–	–	﹤0.01%	895
2024 Q1	$7.67K	Hold	72	–	–	﹤0.01%	822
2023 Q4	$7.78K	Hold	72	–	–	﹤0.01%	797
2023 Q3	$6.66K	Hold	72	–	–	﹤0.01%	681
2023 Q2	$8.28K	Hold	72	–	–	﹤0.01%	615
2023 Q1	$7.53K	Sell	72 -4	-5%	-$396	﹤0.01%	624
2022 Q4	$6.79K	Hold	76	–	–	﹤0.01%	596
2022 Q3	$6K	Hold	76	–	–	﹤0.01%	559
2022 Q2	$5K	Hold	76	–	–	﹤0.01%	592
2022 Q1	$5K	Buy	76 +4	+6%	+$249	﹤0.01%	597
2021 Q4	$5K	Hold	72	–	–	﹤0.01%	591
2021 Q3	$4K	Hold	72	–	–	﹤0.01%	603
2021 Q2	$6K	Hold	72	–	–	﹤0.01%	574
2021 Q1	$5.58K	Buy	+72	New	+$5.68K	﹤0.01%	603

Other funds holding LW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sound Income Strategies's LW Position: Q2 2026 in Review

Sound Income Strategies sold out of Lamb Weston (LW) in Q2 2026, closing a stake of 72 shares — an estimated $2.77K sold.

Sound Income Strategies first reported a position in LW in Q1 2021 and held it in 21 quarters. The position peaked at $8.28K in Q2 2023. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

Sound Income Strategies reported no remaining Lamb Weston position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 72 Lamb Weston shares in Q2 2026, an estimated $2.77K.
Sound Income Strategies first reported a position in Lamb Weston in Q1 2021 and held it in 21 quarters.
Sound Income Strategies's Lamb Weston position peaked at $8.28K in Q2 2023.
555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.