Summit Financial Wealth Advisors’s Lamb Weston LW Stock Holding History

Summit Financial Wealth Advisors’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	$593K	Hold	13,726	–	–	0.08%	113
2026 Q1	$580K	Sell	13,726 -405	-3%	-$18.1K	0.08%	104
2025 Q4	$592K	Buy	14,131 +405	+3%	+$23.8K	0.08%	99
2025 Q3	$851K	Hold	13,726	–	–	0.13%	72
2025 Q2	$712K	Hold	13,726	–	–	0.13%	77
2025 Q1	$732K	Hold	13,726	–	–	0.15%	73
2024 Q4	$828K	Buy	13,726 +170	+1%	+$12.7K	0.16%	67
2024 Q3	$878K	Hold	13,556	–	–	0.16%	66
2024 Q2	$1.14M	Hold	13,556	–	–	0.23%	49
2024 Q1	$1.44M	Buy	13,556 +161	+1%	+$16.8K	0.29%	44
2023 Q4	$1.45M	Hold	13,395	–	–	0.33%	42
2023 Q3	$1.25M	Buy	13,395 +9	+0.1%	+$913	0.31%	45
2023 Q2	$1.54M	Hold	13,386	–	–	0.36%	42
2023 Q1	$1.4M	Buy	13,386 +170	+1%	+$16.8K	0.33%	47
2022 Q4	$1.18M	Hold	13,216	–	–	0.29%	49
2022 Q3	$1.12M	Hold	13,216	–	–	0.32%	43
2022 Q2	$989K	Hold	13,216	–	–	0.24%	51
2022 Q1	$792K	Buy	13,216 +170	+1%	+$10.6K	0.16%	62
2021 Q4	$826K	Hold	13,046	–	–	0.16%	62
2021 Q3	$801K	Hold	13,046	–	–	0.18%	58
2021 Q2	$1.05M	Buy	13,046 +124	+1%	+$9.93K	0.24%	52
2021 Q1	$1.02M	Buy	12,922 +46	+0.4%	+$3.63K	0.26%	48
2020 Q4	$853K	Sell	12,876 -46	-0.4%	-$3.35K	0.23%	48
2020 Q3	$849K	Hold	12,922	–	–	0.23%	52
2020 Q2	$799K	Hold	12,922	–	–	0.21%	55
2020 Q1	$670K	Hold	12,922	–	–	0.21%	61
2019 Q4	$1.17M	Buy	12,922 +216	+2%	+$17.4K	0.28%	57
2019 Q3	$967K	Hold	12,706	–	–	0.24%	65
2019 Q2	$805K	Buy	+12,706	New	+$838K	0.2%	79

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

Summit Financial Wealth Advisors's LW Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its Lamb Weston (LW) position steady in Q2 2026 at 13,726 shares worth $593K. The position accounts for 0.08% of the portfolio, ranked #113.

Summit Financial Wealth Advisors first reported a position in LW in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.54M in Q2 2023. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

Summit Financial Wealth Advisors held 13,726 shares of Lamb Weston worth $593K as of Q2 2026.
Summit Financial Wealth Advisors left its Lamb Weston share count unchanged in Q2 2026.
Lamb Weston made up 0.08% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #113 holding.
Summit Financial Wealth Advisors first reported a position in Lamb Weston in Q2 2019 and has held it in 29 quarters since.
Summit Financial Wealth Advisors's Lamb Weston position peaked at $1.54M in Q2 2023.
555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.