Summit Financial’s Lamb Weston LW Stock Holding History

Summit Financial’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 Q3	–	Sell	-5,016	Closed	-$260K	–	1254
2025 Q2	$260K	Buy	+5,016	New	+$269K	0.01%	719

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

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

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

JPM

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CCP

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

Summit Financial's LW Position: Q3 2025 in Review

Summit Financial sold out of Lamb Weston (LW) in Q3 2025, closing a stake of 5,016 shares — an estimated $260K sold.

Summit Financial first reported a position in LW in Q2 2025 and held it in 1 quarter. The position peaked at $260K in Q2 2025. 623 funds tracked by Wall St. Rank hold LW as of Q3 2025.

Summit Financial reported no remaining Lamb Weston position as of Q3 2025 after selling out during the quarter.
Summit Financial sold 5,016 Lamb Weston shares in Q3 2025, an estimated $260K.
Summit Financial first reported a position in Lamb Weston in Q2 2025 and held it in 1 quarter.
Summit Financial's Lamb Weston position peaked at $260K in Q2 2025.
623 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2025.

Based on Summit Financial's 13F filing for Q3 2025, filed 14 Nov 2025.