Steward Partners Investment Advisory’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $206K | Sell |
4,772
-335
| -7% | -$14.4K | ﹤0.01% | 2212 |
|
|
2026
Q1 | $216K | Buy |
5,107
+1,179
| +30% | +$52.6K | ﹤0.01% | 1976 |
|
|
2025
Q4 | $165K | Buy |
3,928
+60
| +2% | +$3.53K | ﹤0.01% | 2013 |
|
|
2025
Q3 | $225K | Buy |
3,868
+314
| +9% | +$17.2K | ﹤0.01% | 1812 |
|
|
2025
Q2 | $184K | Sell |
3,554
-219
| -6% | -$11.7K | ﹤0.01% | 1803 |
|
|
2025
Q1 | $201K | Sell |
3,773
-12,478
| -77% | -$707K | ﹤0.01% | 1646 |
|
|
2024
Q4 | $1.09M | Buy |
16,251
+317
| +2% | +$23.6K | 0.01% | 848 |
|
|
2024
Q3 | $1.03M | Buy |
15,934
+456
| +3% | +$30.1K | 0.01% | 836 |
|
|
2024
Q2 | $1.3M | Buy |
15,478
+1,054
| +7% | +$89.9K | 0.01% | 723 |
|
|
2024
Q1 | $1.54M | Buy |
14,424
+388
| +3% | +$40.4K | 0.02% | 660 |
|
|
2023
Q4 | $1.52M | Buy |
14,036
+334
| +2% | +$32.2K | 0.02% | 589 |
|
|
2023
Q3 | $1.27M | Sell |
13,702
-45
| -0.3% | -$4.56K | 0.02% | 598 |
|
|
2023
Q2 | $1.58M | Buy |
13,747
+1,230
| +10% | +$137K | 0.02% | 544 |
|
|
2023
Q1 | $1.31M | Sell |
12,517
-76
| -0.6% | -$7.52K | 0.02% | 601 |
|
|
2022
Q4 | $1.13M | Buy |
12,593
+164
| +1% | +$14K | 0.02% | 626 |
|
|
2022
Q3 | $962K | Sell |
12,429
-451
| -4% | -$35.3K | 0.02% | 636 |
|
|
2022
Q2 | $920K | Sell |
12,880
-208
| -2% | -$13.7K | 0.02% | 657 |
|
|
2022
Q1 | $784K | Buy |
13,088
+1,128
| +9% | +$70.1K | 0.01% | 767 |
|
|
2021
Q4 | $758K | Buy |
11,960
+977
| +9% | +$56.4K | 0.01% | 792 |
|
|
2021
Q3 | $674K | Buy |
10,983
+299
| +3% | +$20.2K | 0.01% | 808 |
|
|
2021
Q2 | $862K | Sell |
10,684
-708
| -6% | -$56.7K | 0.01% | 734 |
|
|
2021
Q1 | $883K | Buy |
11,392
+508
| +5% | +$40.1K | 0.02% | 684 |
|
|
2020
Q4 | $857K | Sell |
10,884
-10
| -0.1% | -$728 | 0.02% | 608 |
|
|
2020
Q3 | $722K | Buy |
10,894
+985
| +10% | +$63.1K | 0.02% | 575 |
|
|
2020
Q2 | $633K | Buy |
9,909
+381
| +4% | +$23K | 0.02% | 562 |
|
|
2020
Q1 | $544K | Buy |
9,528
+1,307
| +16% | +$107K | 0.02% | 543 |
|
|
2019
Q4 | $707K | Buy |
8,221
+35
| +0.4% | +$2.82K | 0.02% | 539 |
|
|
2019
Q3 | $595K | Sell |
8,186
-130
| -2% | -$8.92K | 0.02% | 538 |
|
|
2019
Q2 | $526K | Sell |
8,316
-122
| -1% | -$8.05K | 0.02% | 544 |
|
|
2019
Q1 | $632K | Buy |
8,438
+1,362
| +19% | +$96.4K | 0.03% | 456 |
|
|
2018
Q4 | $520K | Buy |
7,076
+93
| +1% | +$7.12K | 0.03% | 476 |
|
|
2018
Q3 | $465K | Buy |
6,983
+1,666
| +31% | +$114K | 0.02% | 521 |
|
|
2018
Q2 | $364K | Buy |
5,317
+279
| +6% | +$18.2K | 0.02% | 533 |
|
|
2018
Q1 | $293K | Buy |
5,038
+980
| +24% | +$55.5K | 0.02% | 541 |
|
|
2017
Q4 | $229K | Buy |
4,058
+8
| +0.2% | +$422 | 0.02% | 491 |
|
|
2017
Q3 | $189K | Buy |
4,050
+73
| +2% | +$3.27K | 0.02% | 448 |
|
|
2017
Q2 | $175K | Buy |
3,977
+3,361
| +546% | +$148K | 0.02% | 423 |
|
|
2017
Q1 | $25K | Sell |
616
-1,075
| -64% | -$42.4K | ﹤0.01% | 699 |
|
|
2016
Q4 | $64K | Buy |
+1,691
| New | +$57.6K | 0.03% | 292 |
|
Other funds holding LW
SV
JPM
Steward Partners Investment Advisory's LW Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its Lamb Weston (LW) stake by 6.6% in Q2 2026, selling an estimated $14.4K and leaving 4,772 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #2212.
Steward Partners Investment Advisory first reported a position in LW in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.58M in Q2 2023. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.
- Steward Partners Investment Advisory held 4,772 shares of Lamb Weston worth $206K as of Q2 2026.
- Steward Partners Investment Advisory sold 335 Lamb Weston shares in Q2 2026, an estimated $14.4K.
- Lamb Weston made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2212 holding.
- Steward Partners Investment Advisory first reported a position in Lamb Weston in Q4 2016 and has held it in 39 quarters since.
- Steward Partners Investment Advisory's Lamb Weston position peaked at $1.58M in Q2 2023.
- 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.