TWD
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True Wealth Design’s Lamb Weston LW Stock Holding History

True Wealth Design’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 		$49.4K Buy
1,144
+218
+24% +$9.4K 0.01% 492
2026
Q1 		$39.1K Buy
926
+766
+479% +$34.2K 0.01% 475
2025
Q4 		$6.7K Buy
160
+156
+3,900% +$9.18K ﹤0.01% 987
2025
Q3 		$233 Sell
4
-3
-43% -$164 ﹤0.01% 2266
2025
Q2 		$363 Buy
7
+4
+133% +$214 ﹤0.01% 1866
2025
Q1 		$160 Buy
+3
New +$170 ﹤0.01% 2039
2024
Q4 		– Sell
-5
Closed -$324 – 1455
2024
Q3 		$324 Hold
5
– – ﹤0.01% 1152
2024
Q2 		$421 Sell
5
-1
-17% -$85 ﹤0.01% 681
2024
Q1 		$640 Buy
6
+3
+100% +$312 ﹤0.01% 576
2023
Q4 		$325 Hold
3
– – ﹤0.01% 591
2023
Q3 		$278 Hold
3
– – ﹤0.01% 577
2023
Q2 		$345 Hold
3
– – ﹤0.01% 551
2023
Q1 		$314 Hold
3
– – ﹤0.01% 646
2022
Q4 		$268 Buy
+3
New +$255 ﹤0.01% 609

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

True Wealth Design's LW Position: Q2 2026 in Review

True Wealth Design increased its Lamb Weston (LW) stake by 24% in Q2 2026, buying an estimated $9.4K and bringing the position to 1,144 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #492.

True Wealth Design first reported a position in LW in Q4 2022 and has held it in 14 quarters since. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • True Wealth Design held 1,144 shares of Lamb Weston worth $49.4K as of Q2 2026.
  • True Wealth Design bought 218 Lamb Weston shares in Q2 2026, an estimated $9.4K.
  • Lamb Weston made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #492 holding.
  • True Wealth Design first reported a position in Lamb Weston in Q4 2022 and has held it in 14 quarters since.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.