UMB Bank
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UMB Bank’s Lamb Weston LW Stock Holding History

UMB Bank’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
Q3 		$12.3M Hold
294,131
– – 0.16% 106
2026
Q2 		$12.7M Sell
294,131
-2,239
-0.8% -$96.6K 0.16% 104
2026
Q1 		$12.5M Buy
296,370
+834
+0.3% +$37.2K 0.17% 103
2025
Q4 		$12.4M Buy
295,536
+4
+0% +$235 0.16% 109
2025
Q3 		$17.2M Sell
295,532
-69
-0% -$3.77K 0.25% 76
2025
Q2 		$15.3M Buy
295,601
+82
+0% +$4.39K 0.24% 78
2025
Q1 		$15.8M Sell
295,519
-1,293
-0.4% -$73.2K 0.26% 78
2024
Q4 		$19.8M Buy
296,812
+89
+0% +$6.64K 0.31% 64
2024
Q3 		$19.2M Buy
296,723
+7,823
+3% +$517K 0.3% 69
2024
Q2 		$24.3M Buy
288,900
+218
+0.1% +$18.6K 0.4% 55
2024
Q1 		$30.8M Buy
288,682
+113
+0% +$11.8K 0.49% 46
2023
Q4 		$31.2M Buy
288,569
+208
+0.1% +$20K 0.46% 53
2023
Q3 		$26.7M Sell
288,361
-767
-0.3% -$77.8K 0.43% 55
2023
Q2 		$33.2M Hold
289,128
– – 0.5% 48
2023
Q1 		$30.2M Sell
289,128
-19,541
-6% -$1.93M 0.48% 55
2022
Q4 		$27.6M Hold
308,669
– – 0.44% 62
2022
Q3 		$23.9M Hold
308,669
– – 0.4% 62
2022
Q2 		$22.1M Hold
308,669
– – 0.34% 71
2022
Q1 		$18.5M Sell
308,669
-60
-0% -$3.73K 0.24% 95
2021
Q4 		$19.6M Buy
+308,729
New +$17.8M 0.25% 85

Other funds holding LW

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

UMB Bank's LW Position: Q3 2026 in Review

UMB Bank held its Lamb Weston (LW) position steady in Q3 2026 at 294,131 shares worth $12.3M. The position accounts for 0.16% of the portfolio, ranked #106.

UMB Bank first reported a position in LW in Q4 2021 and has held it in 20 quarters since. The position peaked at $33.2M in Q2 2023. 328 funds tracked by Wall St. Rank hold LW as of Q3 2026.

  • UMB Bank held 294,131 shares of Lamb Weston worth $12.3M as of Q3 2026.
  • UMB Bank left its Lamb Weston share count unchanged in Q3 2026.
  • Lamb Weston made up 0.16% of UMB Bank's portfolio in Q3 2026, its #106 holding.
  • UMB Bank first reported a position in Lamb Weston in Q4 2021 and has held it in 20 quarters since.
  • UMB Bank's Lamb Weston position peaked at $33.2M in Q2 2023.
  • 328 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.