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Tompkins Financial’s Lamb Weston LW Stock Holding History

Tompkins Financial’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
Q3 		$11.1K Hold
266
– – ﹤0.01% 464
2026
Q2 		$11.5K Hold
266
– – ﹤0.01% 442
2026
Q1 		$11.2K Hold
266
– – ﹤0.01% 445
2025
Q4 		$11.1K Sell
266
-2,000
-88% -$118K ﹤0.01% 432
2025
Q3 		$132K Hold
2,266
– – 0.01% 226
2025
Q2 		$117K Hold
2,266
– – 0.01% 228
2025
Q1 		$121K Hold
2,266
– – 0.01% 237
2024
Q4 		$151K Buy
2,266
+2,000
+752% +$149K 0.01% 213
2024
Q3 		$17.2K Hold
266
– – ﹤0.01% 432
2024
Q2 		$22.4K Hold
266
– – ﹤0.01% 420
2024
Q1 		$28.3K Hold
266
– – ﹤0.01% 407
2023
Q4 		$28.8K Hold
266
– – ﹤0.01% 394
2023
Q3 		$24.6K Hold
266
– – ﹤0.01% 388
2023
Q2 		$30.6K Hold
266
– – ﹤0.01% 381
2023
Q1 		$27.8K Hold
266
– – ﹤0.01% 389
2022
Q4 		$24K Hold
266
– – ﹤0.01% 404
2022
Q3 		$21K Hold
266
– – ﹤0.01% 411
2022
Q2 		$19K Hold
266
– – ﹤0.01% 413
2022
Q1 		$16K Buy
+266
New +$16.5K ﹤0.01% 453
2019
Q3 		– Sell
-110
Closed -$7K – 354
2019
Q2 		$7K Sell
110
-75
-41% -$4.95K ﹤0.01% 330
2019
Q1 		$14K Hold
185
– – ﹤0.01% 336
2018
Q4 		$14K Hold
185
– – ﹤0.01% 322
2018
Q3 		$12K Sell
185
-15
-8% -$1.03K ﹤0.01% 349
2018
Q2 		$14K Hold
200
– – ﹤0.01% 351
2018
Q1 		$12K Hold
200
– – ﹤0.01% 352
2017
Q4 		$11K Hold
200
– – ﹤0.01% 320
2017
Q3 		$9K Hold
200
– – ﹤0.01% 336
2017
Q2 		$9K Hold
200
– – ﹤0.01% 318
2017
Q1 		$8K Hold
200
– – ﹤0.01% 318
2016
Q4 		$8K Buy
+200
New +$6.82K ﹤0.01% 329

Other funds holding LW

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Tompkins Financial's LW Position: Q3 2026 in Review

Tompkins Financial held its Lamb Weston (LW) position steady in Q3 2026 at 266 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Tompkins Financial first reported a position in LW in Q4 2016 and has held it in 30 quarters since. The position peaked at $151K in Q4 2024. 28 funds tracked by Wall St. Rank hold LW as of Q3 2026.

  • Tompkins Financial held 266 shares of Lamb Weston worth $11.1K as of Q3 2026.
  • Tompkins Financial left its Lamb Weston share count unchanged in Q3 2026.
  • Lamb Weston made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #464 holding.
  • Tompkins Financial first reported a position in Lamb Weston in Q4 2016 and has held it in 30 quarters since.
  • Tompkins Financial's Lamb Weston position peaked at $151K in Q4 2024.
  • 28 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.