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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
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
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 Trail Advisors's LW Position: Q1 2026 in Review

Summit Trail Advisors reduced its Lamb Weston (LW) stake by 30% in Q1 2026, selling an estimated $259K and leaving 13,436 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #1125.

Summit Trail Advisors first reported a position in LW in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.24M in Q3 2025. 561 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Summit Trail Advisors held 13,436 shares of Lamb Weston worth $568K as of Q1 2026.
  • Summit Trail Advisors sold 5,802 Lamb Weston shares in Q1 2026, an estimated $259K.
  • Lamb Weston made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1125 holding.
  • Summit Trail Advisors first reported a position in Lamb Weston in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's Lamb Weston position peaked at $1.24M in Q3 2025.
  • 561 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.