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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
2025
Q3 		– Sell
-2,400
Closed -$124K – 1224
2025
Q2 		$124K Sell
2,400
-500
-17% -$26.8K 0.02% 333
2025
Q1 		$155K Sell
2,900
-6,700
-70% -$379K 0.02% 193
2024
Q4 		$642K Buy
+9,600
New +$716K 0.13% 110
2019
Q2 		– Sell
-500
Closed -$3.75M – 363
2019
Q1 		$3.75M Buy
+500
New +$35.4K 0.68% 30

Other funds holding LW

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

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. 561 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.
  • 561 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.