Strategic Wealth Partners’s Lamb Weston LW Stock Holding History

Strategic Wealth Partners’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	$21.6K	Hold	500	–	–	﹤0.01%	728
2026 Q1	$21.1K	Hold	500	–	–	﹤0.01%	698
2025 Q4	$20.9K	Buy	+500	New	+$29.4K	﹤0.01%	691
2021 Q3	–	Sell	-5,797	Closed	-$468K	–	233
2021 Q2	$468K	Buy	5,797 +443	+8%	+$35.5K	0.15%	159
2021 Q1	$415K	Buy	+5,354	New	+$422K	0.17%	134
2019 Q4	–	Sell	-115	Closed	-$8	–	346
2019 Q3	$8	Buy	115 +55	+92%	+$3.77K	﹤0.01%	594
2019 Q2	$3K	Buy	+60	New	+$3.96K	﹤0.01%	678

Other funds holding LW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Strategic Wealth Partners's LW Position: Q2 2026 in Review

Strategic Wealth Partners held its Lamb Weston (LW) position steady in Q2 2026 at 500 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Strategic Wealth Partners first reported a position in LW in Q2 2019 and has held it in 7 quarters since. The position peaked at $468K in Q2 2021. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

Strategic Wealth Partners held 500 shares of Lamb Weston worth $21.6K as of Q2 2026.
Strategic Wealth Partners left its Lamb Weston share count unchanged in Q2 2026.
Lamb Weston made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #728 holding.
Strategic Wealth Partners first reported a position in Lamb Weston in Q2 2019 and has held it in 7 quarters since.
Strategic Wealth Partners's Lamb Weston position peaked at $468K in Q2 2021.
555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.