STALEY CAPITAL ADVISERS
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STALEY CAPITAL ADVISERS’s Lamb Weston LW Stock Holding History

STALEY CAPITAL ADVISERS’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
Q3 		$22.3M Buy
534,530
+31,200
+6% +$1.55M 0.83% 28
2026
Q2 		$21.7M Buy
503,330
+84,870
+20% +$3.66M 0.85% 29
2026
Q1 		$17.7M Buy
418,460
+393,460
+1,574% +$17.6M 0.75% 29
2025
Q4 		$1.05M Buy
+25,000
New +$1.47M 0.04% 111

Other funds holding LW

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

STALEY CAPITAL ADVISERS's LW Position: Q3 2026 in Review

STALEY CAPITAL ADVISERS increased its Lamb Weston (LW) stake by 6.2% in Q3 2026, buying an estimated $1.55M and bringing the position to 534,530 shares worth $22.3M. The position accounts for 0.83% of the portfolio, ranked #28.

STALEY CAPITAL ADVISERS first reported a position in LW in Q4 2025 and has held it in 4 quarters since. 321 funds tracked by Wall St. Rank hold LW as of Q3 2026.

  • STALEY CAPITAL ADVISERS held 534,530 shares of Lamb Weston worth $22.3M as of Q3 2026.
  • STALEY CAPITAL ADVISERS bought 31,200 Lamb Weston shares in Q3 2026, an estimated $1.55M.
  • Lamb Weston made up 0.83% of STALEY CAPITAL ADVISERS's portfolio in Q3 2026, its #28 holding.
  • STALEY CAPITAL ADVISERS first reported a position in Lamb Weston in Q4 2025 and has held it in 4 quarters since.
  • 321 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q3 2026, filed 6 Nov 2026.