VWA
LW icon

Valued Wealth Advisors’s Lamb Weston LW Stock Holding History

Valued 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 		$303 Buy
7
+5
+250% +$216 ﹤0.01% 869
2026
Q1 		$85 Buy
+2
New +$89 ﹤0.01% 733
2024
Q3 		– Sell
-1
Closed -$85 – 652
2024
Q2 		$85 Sell
1
-28
-97% -$2.39K ﹤0.01% 602
2024
Q1 		$3.09K Buy
29
+1
+4% +$104 ﹤0.01% 306
2023
Q4 		$2.59K Buy
+28
New +$2.7K ﹤0.01% 275

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

Valued Wealth Advisors's LW Position: Q2 2026 in Review

Valued Wealth Advisors increased its Lamb Weston (LW) stake by 250% in Q2 2026, buying an estimated $216 and bringing the position to 7 shares worth $303. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Valued Wealth Advisors first reported a position in LW in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.09K in Q1 2024. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Valued Wealth Advisors held 7 shares of Lamb Weston worth $303 as of Q2 2026.
  • Valued Wealth Advisors bought 5 Lamb Weston shares in Q2 2026, an estimated $216.
  • Lamb Weston made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #869 holding.
  • Valued Wealth Advisors first reported a position in Lamb Weston in Q4 2023 and has held it in 5 quarters since.
  • Valued Wealth Advisors's Lamb Weston position peaked at $3.09K in Q1 2024.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.