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Venturi Wealth Management’s Lamb Weston LW Stock Holding History

Venturi Wealth Management’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
-1,038
Closed -$69.4K – 1309
2024
Q4 		$69.4K Buy
1,038
+15
+1% +$1.12K ﹤0.01% 917
2024
Q3 		$66.2K Buy
1,023
+479
+88% +$31.6K ﹤0.01% 686
2024
Q2 		$45.7K Sell
544
-8,837
-94% -$754K ﹤0.01% 697
2024
Q1 		$999K Buy
9,381
+192
+2% +$20K 0.06% 182
2023
Q4 		$993K Sell
9,189
-435
-5% -$41.9K 0.07% 169
2023
Q3 		$890K Buy
9,624
+9,206
+2,202% +$933K 0.07% 177
2023
Q2 		$48K Hold
418
– – ﹤0.01% 429
2023
Q1 		$43.7K Buy
+418
New +$41.3K ﹤0.01% 486

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

Venturi Wealth Management's LW Position: Q1 2025 in Review

Venturi Wealth Management sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 1,038 shares — an estimated $69.4K sold.

Venturi Wealth Management first reported a position in LW in Q1 2023 and held it in 8 quarters. The position peaked at $999K in Q1 2024. 634 funds tracked by Wall St. Rank hold LW as of Q1 2025.

  • Venturi Wealth Management reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,038 Lamb Weston shares in Q1 2025, an estimated $69.4K.
  • Venturi Wealth Management first reported a position in Lamb Weston in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Lamb Weston position peaked at $999K in Q1 2024.
  • 634 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.