SI
LW icon

Stephens Inc’s Lamb Weston LW Stock Holding History

Stephens Inc’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
Q1 		– Sell
-3,232
Closed -$216K – 1283
2024
Q4 		$216K Sell
3,232
-10
-0.3% -$746 ﹤0.01% 1143
2024
Q3 		$210K Buy
+3,242
New +$214K ﹤0.01% 1177
2023
Q3 		– Sell
-1,784
Closed -$205K – 1263
2023
Q2 		$205K Buy
+1,784
New +$199K ﹤0.01% 1056
2021
Q3 		– Sell
-2,835
Closed -$229K – 1381
2021
Q2 		$229K Sell
2,835
-440
-13% -$35.2K ﹤0.01% 1151
2021
Q1 		$254K Buy
3,275
+339
+12% +$26.7K ﹤0.01% 1070
2020
Q4 		$231K Sell
2,936
-505
-15% -$36.8K ﹤0.01% 1035
2020
Q3 		$228K Buy
3,441
+40
+1% +$2.56K ﹤0.01% 981
2020
Q2 		$217K Sell
3,401
-476
-12% -$28.7K ﹤0.01% 948
2020
Q1 		$221K Sell
3,877
-535
-12% -$44K 0.01% 860
2019
Q4 		$380K Sell
4,412
-147
-3% -$11.8K 0.01% 803
2019
Q3 		$332K Buy
4,559
+1,263
+38% +$86.6K 0.01% 871
2019
Q2 		$209K Hold
3,296
– – ﹤0.01% 1054
2019
Q1 		$247K Buy
3,296
+100
+3% +$7.08K 0.01% 982
2018
Q4 		$235K Sell
3,196
-144
-4% -$11K 0.01% 934
2018
Q3 		$222K Hold
3,340
– – 0.01% 1034
2018
Q2 		$229K Buy
+3,340
New +$218K 0.01% 779

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stephens Inc's LW Position: Q1 2025 in Review

Stephens Inc sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 3,232 shares — an estimated $216K sold.

Stephens Inc first reported a position in LW in Q2 2018 and held it in 16 quarters. The position peaked at $380K in Q4 2019. 634 funds tracked by Wall St. Rank hold LW as of Q1 2025.

  • Stephens Inc reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
  • Stephens Inc sold 3,232 Lamb Weston shares in Q1 2025, an estimated $216K.
  • Stephens Inc first reported a position in Lamb Weston in Q2 2018 and held it in 16 quarters.
  • Stephens Inc's Lamb Weston position peaked at $380K in Q4 2019.
  • 634 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Stephens Inc's 13F filing for Q1 2025, filed 1 May 2025.