Summit Trail Advisors’s Lamb Weston LW Stock Holding History

Summit Trail 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	$694K	Buy	16,081 +2,645	+20%	+$114K	0.01%	1123
2026 Q1	$568K	Sell	13,436 -5,802	-30%	-$259K	0.01%	1125
2025 Q4	$806K	Sell	19,238 -2,155	-10%	-$127K	0.01%	914
2025 Q3	$1.24M	Buy	21,393 +8,936	+72%	+$488K	0.02%	712
2025 Q2	$646K	Buy	+12,457	New	+$667K	0.01%	634
2018 Q1	–	Sell	-523	Closed	-$31K	–	1149
2017 Q4	$31K	Buy	+523	New	+$27.6K	﹤0.01%	931

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 Trail Advisors's LW Position: Q2 2026 in Review

Summit Trail Advisors increased its Lamb Weston (LW) stake by 20% in Q2 2026, buying an estimated $114K and bringing the position to 16,081 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #1123.

Summit Trail Advisors first reported a position in LW in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.24M in Q3 2025. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.

Summit Trail Advisors held 16,081 shares of Lamb Weston worth $694K as of Q2 2026.
Summit Trail Advisors bought 2,645 Lamb Weston shares in Q2 2026, an estimated $114K.
Lamb Weston made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1123 holding.
Summit Trail Advisors first reported a position in Lamb Weston in Q4 2017 and has held it in 6 quarters since.
Summit Trail Advisors's Lamb Weston position peaked at $1.24M in Q3 2025.
558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.