VWM
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Valley Wealth Managers’s Lamb Weston LW Stock Holding History

Valley Wealth Managers’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
2024
Q1 		– Sell
-100
Closed -$10.8K – 340
2023
Q4 		$10.8K Hold
100
– – ﹤0.01% 267
2023
Q3 		$9.25K Hold
100
– – ﹤0.01% 291
2023
Q2 		$11.5K Hold
100
– – ﹤0.01% 266
2023
Q1 		$10.5K Hold
100
– – ﹤0.01% 281
2022
Q4 		$8.94K Hold
100
– – ﹤0.01% 303
2022
Q3 		$8K Hold
100
– – ﹤0.01% 330
2022
Q2 		$7K Buy
+100
New +$6.61K ﹤0.01% 348

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Valley Wealth Managers's LW Position: Q1 2024 in Review

Valley Wealth Managers sold out of Lamb Weston (LW) in Q1 2024, closing a stake of 100 shares — an estimated $10.8K sold.

Valley Wealth Managers first reported a position in LW in Q2 2022 and held it in 7 quarters. The position peaked at $11.5K in Q2 2023. 790 funds tracked by Wall St. Rank hold LW as of Q1 2024.

  • Valley Wealth Managers reported no remaining Lamb Weston position as of Q1 2024 after selling out during the quarter.
  • Valley Wealth Managers sold 100 Lamb Weston shares in Q1 2024, an estimated $10.8K.
  • Valley Wealth Managers first reported a position in Lamb Weston in Q2 2022 and held it in 7 quarters.
  • Valley Wealth Managers's Lamb Weston position peaked at $11.5K in Q2 2023.
  • 790 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2024.

Based on Valley Wealth Managers's 13F filing for Q1 2024, filed 3 May 2024.