WealthPlan Investment Management’s Lamb Weston LW Stock Holding History

WealthPlan Investment 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	$254K	Buy	5,882 +12	+0.2%	+$518	0.01%	421
2026 Q1	$248K	Buy	5,870 +125	+2%	+$5.58K	0.01%	419
2025 Q4	$241K	Buy	5,745 +203	+4%	+$11.9K	0.02%	343
2025 Q3	$322K	Buy	5,542 +17	+0.3%	+$929	0.02%	271
2025 Q2	$286K	Buy	5,525 +16	+0.3%	+$857	0.02%	295
2025 Q1	$294K	Buy	5,509 +55	+1%	+$3.12K	0.03%	224
2024 Q4	$364K	Sell	5,454 -25	-0.5%	-$1.86K	0.04%	203
2024 Q3	$355K	Buy	5,479 +3,039	+125%	+$201K	0.04%	183
2024 Q2	$205K	Buy	2,440 +3	+0.1%	+$256	0.03%	179
2024 Q1	$260K	Sell	2,437 -16	-0.7%	-$1.67K	0.04%	165
2023 Q4	$265K	Buy	2,453 +7	+0.3%	+$674	0.04%	160
2023 Q3	$226K	Buy	2,446 +58	+2%	+$5.88K	0.04%	159
2023 Q2	$275K	Buy	2,388 +6	+0.3%	+$669	0.08%	118
2023 Q1	$249K	Sell	2,382 -5,221	-69%	-$516K	0.04%	148
2022 Q4	$757K	Buy	7,603 +22	+0.3%	+$1.87K	0.05%	202
2022 Q3	$660K	Buy	+7,581	New	+$593K	0.05%	205
2022 Q1	$513K	Buy	+7,767	New	+$483K	0.04%	245

Other funds holding LW

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

WealthPlan Investment Management's LW Position: Q2 2026 in Review

WealthPlan Investment Management increased its Lamb Weston (LW) stake by 0.2% in Q2 2026, buying an estimated $518 and bringing the position to 5,882 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #421.

WealthPlan Investment Management first reported a position in LW in Q1 2022 and has held it in 17 quarters since. The position peaked at $757K in Q4 2022. 158 funds tracked by Wall St. Rank hold LW as of Q2 2026.

WealthPlan Investment Management held 5,882 shares of Lamb Weston worth $254K as of Q2 2026.
WealthPlan Investment Management bought 12 Lamb Weston shares in Q2 2026, an estimated $518.
Lamb Weston made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #421 holding.
WealthPlan Investment Management first reported a position in Lamb Weston in Q1 2022 and has held it in 17 quarters since.
WealthPlan Investment Management's Lamb Weston position peaked at $757K in Q4 2022.
158 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.