SSG
LW icon

Summit Securities Group’s Lamb Weston LW Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-206
Closed -$8.63K – 1262
2025
Q4 		$8.63K Sell
206
-33
-14% -$1.94K ﹤0.01% 902
2025
Q3 		$13.9K Buy
239
+144
+152% +$7.87K ﹤0.01% 841
2025
Q2 		$4.93K Sell
95
-1,106
-92% -$59.2K ﹤0.01% 983
2025
Q1 		$64K Buy
+1,201
New +$68K 0.04% 286
2024
Q4 		– Hold
0
– – – 809
2023
Q3 		– Sell
-192
Closed -$22K – 853
2023
Q2 		$22K Sell
192
-91
-32% -$10.2K 0.01% 610
2023
Q1 		$30K Buy
283
+136
+93% +$13.4K 0.01% 542
2022
Q4 		$13K Buy
147
+146
+14,600% +$12.4K ﹤0.01% 995
2022
Q3 		$0 Sell
1
-301
-100% -$23.5K ﹤0.01% 1093
2022
Q2 		$22K Buy
302
+242
+403% +$16K 0.01% 750
2022
Q1 		$4K Buy
+60
New +$3.73K ﹤0.01% 997
2019
Q2 		– Hold
0
– – – 392
2019
Q1 		– Hold
0
– – – 323

Other funds holding LW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGC
Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return