Turning Point Benefit Group’s Lamb Weston LW Stock Holding History

Turning Point Benefit Group’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 Q1	–	Sell	-7	Closed	-$293	–	499
2025 Q4	$293	Hold	7	–	–	﹤0.01%	715
2025 Q3	$434	Buy	+7	New	+$383	﹤0.01%	522

Other funds holding LW

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CGC

Continental Grain Company New York $448M AUM 6.81% 1-Year Est. Return

Turning Point Benefit Group's LW Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Lamb Weston (LW) in Q1 2026, closing a stake of 7 shares — an estimated $293 sold.

Turning Point Benefit Group first reported a position in LW in Q3 2025 and held it in 2 quarters. The position peaked at $434 in Q3 2025. 564 funds tracked by Wall St. Rank hold LW as of Q1 2026.

Turning Point Benefit Group reported no remaining Lamb Weston position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 7 Lamb Weston shares in Q1 2026, an estimated $293.
Turning Point Benefit Group first reported a position in Lamb Weston in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's Lamb Weston position peaked at $434 in Q3 2025.
564 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.