Wealth Enhancement Advisory Services
LW icon

Wealth Enhancement Advisory Services’s Lamb Weston LW Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.31M Buy
77,929
+27,327
+54% +$1.18M 0.01% 1256
2026
Q1 		$1.99M Sell
50,602
-537
-1% -$24K ﹤0.01% 1392
2025
Q4 		$2.12M Buy
51,139
+9,450
+23% +$556K ﹤0.01% 1476
2025
Q3 		$2.64M Buy
41,689
+6,670
+19% +$365K ﹤0.01% 1289
2025
Q2 		$1.84M Sell
35,019
-8,611
-20% -$461K ﹤0.01% 1396
2025
Q1 		$2.33M Buy
43,630
+33,458
+329% +$1.89M ﹤0.01% 1174
2024
Q4 		$680K Buy
10,172
+2,090
+26% +$156K ﹤0.01% 1774
2024
Q3 		$523K Buy
8,082
+1,072
+15% +$70.8K ﹤0.01% 1808
2024
Q2 		$589K Buy
7,010
+1,786
+34% +$152K ﹤0.01% 1551
2024
Q1 		$557K Buy
5,224
+538
+11% +$56K ﹤0.01% 1519
2023
Q4 		$507K Sell
4,686
-115
-2% -$11.1K ﹤0.01% 1499
2023
Q3 		$444K Buy
+4,801
New +$487K ﹤0.01% 1504

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

Wealth Enhancement Advisory Services's LW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Lamb Weston (LW) stake by 54% in Q2 2026, buying an estimated $1.18M and bringing the position to 77,929 shares worth $3.31M. The position accounts for 0.01% of the portfolio, ranked #1256.

Wealth Enhancement Advisory Services first reported a position in LW in Q3 2023 and has held it in 12 quarters since. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 77,929 shares of Lamb Weston worth $3.31M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 27,327 Lamb Weston shares in Q2 2026, an estimated $1.18M.
  • Lamb Weston made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1256 holding.
  • Wealth Enhancement Advisory Services first reported a position in Lamb Weston in Q3 2023 and has held it in 12 quarters since.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.