VWM
LW icon

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 $5.72T AUM 30.48% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return