UBS Group’s Lamb Weston LW Stock Holding History

UBS 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 Q2	–	Sell	-20,000	Closed	-$845K	–	10788
2026 Q1	$845K	Sell	20,000 -85,000	-81%	-$3.79M	﹤0.01%	5678
2025 Q4	$4.4M	Buy	105,000 +59,500	+131%	+$3.5M	﹤0.01%	4163
2025 Q3	$2.64M	Sell	45,500 -39,400	-46%	-$2.15M	﹤0.01%	4692
2025 Q2	$4.4M	Buy	84,900 +29,200	+52%	+$1.56M	﹤0.01%	4013
2025 Q1	$2.97M	Sell	55,700 -56,900	-51%	-$3.22M	﹤0.01%	4322
2024 Q4	$7.53M	Sell	112,600 -1,986,900	-95%	-$148M	﹤0.01%	3378
2024 Q3	$136M	Buy	+2,099,500	New	+$139M	0.03%	582
2024 Q1	–	Sell	-85,400	Closed	-$9.23M	–	9740
2023 Q4	$9.23M	Buy	+85,400	New	+$8.22M	﹤0.01%	2165
2023 Q2	–	Sell	-126,400	Closed	-$13.2M	–	9337
2023 Q1	$13.2M	Buy	+126,400	New	+$12.5M	﹤0.01%	1693
2022 Q3	–	Sell	-85,323	Closed	-$6.1M	–	10682
2022 Q2	$6.1M	Buy	85,323 +78,000	+1,065%	+$5.15M	﹤0.01%	2211
2022 Q1	$439K	Hold	7,323	–	–	﹤0.01%	4785
2021 Q4	$464K	Buy	+7,323	New	+$422K	﹤0.01%	5038
2017 Q2	–	Sell	-79,800	Closed	-$3.36M	–	7848
2017 Q1	$3.36M	Buy	+79,800	New	+$3.15M	﹤0.01%	2449

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group's LW Position: Q2 2026 in Review

UBS Group reduced its Lamb Weston (LW) stake by 48% in Q2 2026, selling an estimated $37.2M and leaving 922,194 shares worth $39.8M. The position accounts for 0.01% of the portfolio, ranked #1979.

UBS Group first reported a position in LW in Q4 2016 and has held it in 39 quarters since. The position peaked at $205M in Q4 2024. 558 funds tracked by Wall St. Rank hold LW as of Q2 2026.

UBS Group held 922,194 shares of Lamb Weston worth $39.8M as of Q2 2026.
UBS Group sold 862,568 Lamb Weston shares in Q2 2026, an estimated $37.2M.
Lamb Weston made up 0.01% of UBS Group's portfolio in Q2 2026, its #1979 holding.
UBS Group first reported a position in Lamb Weston in Q4 2016 and has held it in 39 quarters since.
UBS Group's Lamb Weston position peaked at $205M in Q4 2024.
558 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.