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Twin Peaks Wealth Advisors’s Lamb Weston LW Stock Holding History

Twin Peaks Wealth 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
2026
Q2 		– Sell
-216
Closed -$9.13K – 1366
2026
Q1 		$9.13K Buy
+216
New +$9.64K ﹤0.01% 1113
2025
Q3 		– Sell
-27
Closed -$1.43K – 1293
2025
Q2 		$1.43K Buy
+27
New +$1.45K ﹤0.01% 1705

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

Twin Peaks Wealth Advisors's LW Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Lamb Weston (LW) in Q2 2026, closing a stake of 216 shares — an estimated $9.13K sold.

Twin Peaks Wealth Advisors first reported a position in LW in Q2 2025 and held it in 2 quarters. The position peaked at $9.13K in Q1 2026. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Lamb Weston position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 216 Lamb Weston shares in Q2 2026, an estimated $9.13K.
  • Twin Peaks Wealth Advisors first reported a position in Lamb Weston in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Lamb Weston position peaked at $9.13K in Q1 2026.
  • 558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.