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Stonebridge Financial Group (Pennsylvania)’s Lamb Weston LW Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-517
Closed -$27.6K – 626
2025
Q1 		$27.6K Hold
517
– – ﹤0.01% 460
2024
Q4 		$34.6K Buy
+517
New +$38.6K ﹤0.01% 428

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s LW Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Lamb Weston (LW) in Q2 2025, closing a stake of 517 shares — an estimated $27.6K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in LW in Q4 2024 and held it in 2 quarters. The position peaked at $34.6K in Q4 2024. 621 funds tracked by Wall St. Rank hold LW as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Lamb Weston position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 517 Lamb Weston shares in Q2 2025, an estimated $27.6K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Lamb Weston in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Lamb Weston position peaked at $34.6K in Q4 2024.
  • 621 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.