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Spire Wealth Management’s Lamb Weston LW Stock Holding History

Spire 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 		– Sell
-24
Closed -$1.01K – 2316
2026
Q1 		$1.01K Buy
24
+8
+50% +$357 ﹤0.01% 2148
2025
Q4 		$670 Sell
16
-4
-20% -$235 ﹤0.01% 2251
2025
Q3 		$1.16K Sell
20
-11
-35% -$601 ﹤0.01% 2249
2025
Q2 		$1.61K Sell
31
-692
-96% -$37.1K ﹤0.01% 2216
2025
Q1 		$38.5K Sell
723
-21
-3% -$1.19K ﹤0.01% 1380
2024
Q4 		$49.7K Hold
744
– – ﹤0.01% 1290
2024
Q3 		$48.2K Sell
744
-79
-10% -$5.22K ﹤0.01% 1147
2024
Q2 		$69.2K Buy
823
+16
+2% +$1.36K ﹤0.01% 1009
2024
Q1 		$85.9K Sell
807
-175
-18% -$18.2K ﹤0.01% 1036
2023
Q4 		$107K Sell
982
-375
-28% -$36.1K ﹤0.01% 978
2023
Q3 		$125K Sell
1,357
-27,573
-95% -$2.8M ﹤0.01% 865
2023
Q2 		$3.33M Buy
28,930
+268
+0.9% +$29.9K 0.12% 168
2023
Q1 		$3M Buy
28,662
+27,022
+1,648% +$2.67M 0.12% 166
2022
Q4 		$147K Buy
1,640
+1,232
+302% +$105K 0.01% 625
2022
Q3 		$32K Sell
408
-449
-52% -$35.1K ﹤0.01% 1120
2022
Q2 		$61K Sell
857
-12
-1% -$793 ﹤0.01% 1213
2022
Q1 		$52K Sell
869
-277
-24% -$17.2K ﹤0.01% 1435
2021
Q4 		$73K Buy
1,146
+137
+14% +$7.9K ﹤0.01% 1544
2021
Q3 		$62K Buy
1,009
+30
+3% +$2.03K ﹤0.01% 1392
2021
Q2 		$79K Sell
979
-200
-17% -$16K ﹤0.01% 1292
2021
Q1 		$92K Buy
+1,179
New +$93K ﹤0.01% 1432

Other funds holding LW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SV
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Spire Wealth Management sold out of Lamb Weston (LW) in Q2 2026, closing a stake of 24 shares — an estimated $1.01K sold.

Spire Wealth Management first reported a position in LW in Q1 2021 and held it in 21 quarters. The position peaked at $3.33M in Q2 2023. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Spire Wealth Management reported no remaining Lamb Weston position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 24 Lamb Weston shares in Q2 2026, an estimated $1.01K.
  • Spire Wealth Management first reported a position in Lamb Weston in Q1 2021 and held it in 21 quarters.
  • Spire Wealth Management's Lamb Weston position peaked at $3.33M in Q2 2023.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.