Trifecta Capital Advisors’s Lamb Weston LW Stock Holding History

Trifecta Capital 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
2025 Q4	–	Sell	-18	Closed	-$1.05K	–	366
2025 Q3	$1.05K	Hold	18	–	–	﹤0.01%	402
2025 Q2	$934	Hold	18	–	–	﹤0.01%	439
2025 Q1	$960	Hold	18	–	–	﹤0.01%	380
2024 Q4	$1.2K	Hold	18	–	–	﹤0.01%	354
2024 Q3	$1.17K	Hold	18	–	–	﹤0.01%	365
2024 Q2	$1.51K	Hold	18	–	–	﹤0.01%	338
2024 Q1	$1.92K	Hold	18	–	–	﹤0.01%	316
2023 Q4	$1.95K	Hold	18	–	–	﹤0.01%	330
2023 Q3	$1.67K	Hold	18	–	–	﹤0.01%	329
2023 Q2	$2.07K	Hold	18	–	–	﹤0.01%	303
2023 Q1	$1.88K	Hold	18	–	–	﹤0.01%	313
2022 Q4	$1.61K	Buy	+18	New	+$1.53K	﹤0.01%	334

Other funds holding LW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Trifecta Capital Advisors's LW Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Lamb Weston (LW) in Q4 2025, closing a stake of 18 shares — an estimated $1.05K sold.

Trifecta Capital Advisors first reported a position in LW in Q4 2022 and held it in 12 quarters. The position peaked at $2.07K in Q2 2023. 625 funds tracked by Wall St. Rank hold LW as of Q4 2025.

Trifecta Capital Advisors reported no remaining Lamb Weston position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 18 Lamb Weston shares in Q4 2025, an estimated $1.05K.
Trifecta Capital Advisors first reported a position in Lamb Weston in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Lamb Weston position peaked at $2.07K in Q2 2023.
625 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.