SWP
LW icon

Stratos Wealth Partners’s Lamb Weston LW Stock Holding History

Stratos 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
2025
Q1 		– Sell
-3,302
Closed -$221K – 1457
2024
Q4 		$221K Sell
3,302
-137
-4% -$10.2K ﹤0.01% 1303
2024
Q3 		$223K Sell
3,439
-3
-0.1% -$198 ﹤0.01% 1290
2024
Q2 		$289K Buy
3,442
+1,180
+52% +$101K ﹤0.01% 1101
2024
Q1 		$241K Sell
2,262
-100
-4% -$10.4K ﹤0.01% 1199
2023
Q4 		$255K Sell
2,362
-293
-11% -$28.2K ﹤0.01% 1160
2023
Q3 		$245K Sell
2,655
-1,774
-40% -$180K 0.01% 1095
2023
Q2 		$509K Buy
4,429
+1,909
+76% +$213K 0.01% 759
2023
Q1 		$263K Buy
+2,520
New +$249K 0.01% 923
2018
Q4 		– Sell
-1,336
Closed -$89K – 1783
2018
Q3 		$89K Buy
+1,336
New +$91.7K ﹤0.01% 1183
2018
Q2 		– Sell
-1,194
Closed -$70K – 1899
2018
Q1 		$70K Buy
1,194
+100
+9% +$5.66K ﹤0.01% 1393
2017
Q4 		$62K Buy
+1,094
New +$57.6K ﹤0.01% 1413

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

Stratos Wealth Partners's LW Position: Q1 2025 in Review

Stratos Wealth Partners sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 3,302 shares — an estimated $221K sold.

Stratos Wealth Partners first reported a position in LW in Q4 2017 and held it in 11 quarters. The position peaked at $509K in Q2 2023. 634 funds tracked by Wall St. Rank hold LW as of Q1 2025.

  • Stratos Wealth Partners reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,302 Lamb Weston shares in Q1 2025, an estimated $221K.
  • Stratos Wealth Partners first reported a position in Lamb Weston in Q4 2017 and held it in 11 quarters.
  • Stratos Wealth Partners's Lamb Weston position peaked at $509K in Q2 2023.
  • 634 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.