VFA
LW icon

Valeo Financial Advisors’s Lamb Weston LW Stock Holding History

Valeo Financial 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
2025
Q1 		– Sell
-3,659
Closed -$245K – 734
2024
Q4 		$245K Buy
+3,659
New +$273K 0.01% 606
2024
Q1 		– Sell
-2,240
Closed -$242K – 690
2023
Q4 		$242K Sell
2,240
-100
-4% -$9.63K 0.01% 554
2023
Q3 		$216K Buy
2,340
+38
+2% +$3.85K 0.01% 547
2023
Q2 		$265K Buy
+2,302
New +$257K 0.01% 461
2022
Q4 		– Sell
-4,335
Closed -$335K – 587
2022
Q3 		$335K Hold
4,335
– – 0.02% 318
2022
Q2 		$310K Hold
4,335
– – 0.02% 332
2022
Q1 		$260K Sell
4,335
-93
-2% -$5.78K 0.01% 478
2021
Q4 		$281K Buy
4,428
+45
+1% +$2.6K 0.02% 425
2021
Q3 		$269K Buy
+4,383
New +$297K 0.02% 423
2021
Q2 		– Sell
-956
Closed -$74K – 1254
2021
Q1 		$74K Buy
956
+252
+36% +$19.9K ﹤0.01% 720
2020
Q4 		$55K Hold
704
– – ﹤0.01% 742
2020
Q3 		$47K Sell
704
-18
-2% -$1.15K ﹤0.01% 685
2020
Q2 		$46K Buy
722
+50
+7% +$3.02K ﹤0.01% 760
2020
Q1 		$39K Buy
672
+133
+25% +$10.9K ﹤0.01% 679
2019
Q4 		$46K Hold
539
– – ﹤0.01% 685
2019
Q3 		$39K Sell
539
-86
-14% -$5.9K ﹤0.01% 680
2019
Q2 		$40K Hold
625
– – ﹤0.01% 669
2019
Q1 		$47K Sell
625
-376
-38% -$26.6K 0.01% 570
2018
Q4 		$74K Hold
1,001
– – 0.01% 426
2018
Q3 		$78K Buy
1,001
+163
+19% +$11.2K 0.01% 461
2018
Q2 		$59K Hold
838
– – 0.01% 507
2018
Q1 		$49K Buy
838
+139
+20% +$7.87K 0.01% 492
2017
Q4 		$39K Buy
699
+167
+31% +$8.8K 0.01% 518
2017
Q3 		$25K Buy
+532
New +$23.9K 0.01% 523

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Valeo Financial Advisors's LW Position: Q1 2025 in Review

Valeo Financial Advisors sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 3,659 shares — an estimated $245K sold.

Valeo Financial Advisors first reported a position in LW in Q3 2017 and held it in 24 quarters. The position peaked at $335K in Q3 2022. 634 funds tracked by Wall St. Rank hold LW as of Q1 2025.

  • Valeo Financial Advisors reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,659 Lamb Weston shares in Q1 2025, an estimated $245K.
  • Valeo Financial Advisors first reported a position in Lamb Weston in Q3 2017 and held it in 24 quarters.
  • Valeo Financial Advisors's Lamb Weston position peaked at $335K in Q3 2022.
  • 634 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Valeo Financial Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.