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Walser Wealth Management’s Lamb Weston LW Stock Holding History

Walser 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
2026
Q2 		$347K Buy
+8,034
New +$346K 0.14% 147
2026
Q1 		– Sell
-5,264
Closed -$221K – 198
2025
Q4 		$221K Buy
+5,264
New +$310K 0.12% 130

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

Walser Wealth Management's LW Position: Q2 2026 in Review

Walser Wealth Management opened a new position in Lamb Weston (LW) in Q2 2026: 8,034 shares worth $347K. The stake represents 0.14% of the portfolio and ranks #147 among its holdings. This is a return to the name: Walser Wealth Management previously reported a position in LW as recently as Q4 2025.

Walser Wealth Management first reported a position in LW in Q4 2025 and has held it in 2 quarters since. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Walser Wealth Management held 8,034 shares of Lamb Weston worth $347K as of Q2 2026.
  • Lamb Weston was a new Walser Wealth Management position in Q2 2026.
  • Lamb Weston made up 0.14% of Walser Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Walser Wealth Management first reported a position in Lamb Weston in Q4 2025 and has held it in 2 quarters since.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.