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Sunrise Financial Services’s Lamb Weston LW Stock Holding History

Sunrise Financial Services’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 		$605 Sell
14
-12
-46% -$518 ﹤0.01% 532
2026
Q1 		$1.1K Buy
26
+12
+86% +$536 ﹤0.01% 487
2025
Q4 		$586 Buy
+14
New +$824 ﹤0.01% 500

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sunrise Financial Services's LW Position: Q2 2026 in Review

Sunrise Financial Services reduced its Lamb Weston (LW) stake by 46% in Q2 2026, selling an estimated $518 and leaving 14 shares worth $605. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Sunrise Financial Services first reported a position in LW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1K in Q1 2026. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Sunrise Financial Services held 14 shares of Lamb Weston worth $605 as of Q2 2026.
  • Sunrise Financial Services sold 12 Lamb Weston shares in Q2 2026, an estimated $518.
  • Lamb Weston made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #532 holding.
  • Sunrise Financial Services first reported a position in Lamb Weston in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Lamb Weston position peaked at $1.1K in Q1 2026.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.