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Sunbelt Securities’s Lamb Weston LW Stock Holding History

Sunbelt Securities’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 		$14.5K Buy
343
+36
+12% +$1.61K ﹤0.01% 1393
2025
Q4 		$12.9K Hold
307
– – ﹤0.01% 1381
2025
Q3 		$17.8K Sell
307
-230
-43% -$12.6K ﹤0.01% 1295
2025
Q2 		$35.9K Hold
537
– – ﹤0.01% 1012
2025
Q1 		$28.6K Hold
537
– – ﹤0.01% 1039
2024
Q4 		$34.9K Sell
537
-57
-10% -$4.25K ﹤0.01% 1019
2024
Q3 		$38.5K Hold
594
– – ﹤0.01% 1007
2024
Q2 		$49.9K Buy
594
+1
+0.2% +$85 0.01% 904
2024
Q1 		$63.2K Buy
+593
New +$61.7K 0.01% 826
2023
Q4 		– Sell
-36
Closed -$3.33K – 1755
2023
Q3 		$3.33K Buy
+36
New +$3.65K ﹤0.01% 1385

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

Sunbelt Securities's LW Position: Q1 2026 in Review

Sunbelt Securities increased its Lamb Weston (LW) stake by 12% in Q1 2026, buying an estimated $1.61K and bringing the position to 343 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Sunbelt Securities first reported a position in LW in Q3 2023 and has held it in 10 quarters since. The position peaked at $63.2K in Q1 2024. 564 funds tracked by Wall St. Rank hold LW as of Q1 2026.

  • Sunbelt Securities held 343 shares of Lamb Weston worth $14.5K as of Q1 2026.
  • Sunbelt Securities bought 36 Lamb Weston shares in Q1 2026, an estimated $1.61K.
  • Lamb Weston made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1393 holding.
  • Sunbelt Securities first reported a position in Lamb Weston in Q3 2023 and has held it in 10 quarters since.
  • Sunbelt Securities's Lamb Weston position peaked at $63.2K in Q1 2024.
  • 564 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.