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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 – 1242
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 0.01% 286
2023
Q3 		– Sell
-192
Closed -$22K – 835
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% 1064
2022
Q2 		$22K Buy
302
+242
+403% +$16K ﹤0.01% 750
2022
Q1 		$4K Buy
+60
New +$3.73K ﹤0.01% 997

Other funds holding LW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SV
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CGC
Continental Grain Company New York $448M AUM 6.81% 1-Year Est. Return

Summit Securities Group's LW Position: Q1 2026 in Review

Summit Securities Group sold out of Lamb Weston (LW) in Q1 2026, closing a stake of 206 shares — an estimated $8.63K sold.

Summit Securities Group first reported a position in LW in Q1 2022 and held it in 10 quarters. The position peaked at $64K in Q1 2025. 566 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Summit Securities Group reported no remaining Lamb Weston position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 206 Lamb Weston shares in Q1 2026, an estimated $8.63K.
  • Summit Securities Group first reported a position in Lamb Weston in Q1 2022 and held it in 10 quarters.
  • Summit Securities Group's Lamb Weston position peaked at $64K in Q1 2025.
  • 566 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.