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Waverly Advisors’s Lamb Weston LW Stock Holding History

Waverly 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 		$299K Buy
+6,914
New +$298K ﹤0.01% 1421

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

Waverly Advisors's LW Position: Q2 2026 in Review

Waverly Advisors opened a new position in Lamb Weston (LW) in Q2 2026: 6,914 shares worth $299K. The stake represents ﹤0.01% of the portfolio and ranks #1421 among its holdings.

555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Waverly Advisors held 6,914 shares of Lamb Weston worth $299K as of Q2 2026.
  • Lamb Weston was a new Waverly Advisors position in Q2 2026.
  • Lamb Weston made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1421 holding.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.