Tortoise Investment Management’s Lamb Weston LW Stock Holding History

Tortoise Investment Management’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
2025 Q4	–	Sell	-1	Closed	-$58	–	920
2025 Q3	$58	Buy	+1	New	+$55	﹤0.01%	1477

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Tortoise Investment Management's LW Position: Q4 2025 in Review

Tortoise Investment Management sold out of Lamb Weston (LW) in Q4 2025, closing a stake of 1 share — an estimated $58 sold.

Tortoise Investment Management first reported a position in LW in Q3 2025 and held it in 1 quarter. The position peaked at $58 in Q3 2025. 625 funds tracked by Wall St. Rank hold LW as of Q4 2025.

Tortoise Investment Management reported no remaining Lamb Weston position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 1 Lamb Weston share in Q4 2025, an estimated $58.
Tortoise Investment Management first reported a position in Lamb Weston in Q3 2025 and held it in 1 quarter.
Tortoise Investment Management's Lamb Weston position peaked at $58 in Q3 2025.
625 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.