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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return