Wealthspire Advisors (New York)’s Lamb Weston LW Stock Holding History

Wealthspire Advisors (New York)’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 Q4	–	Sell	-1,046	Closed	-$60.7K	–	2102
2025 Q3	$60.7K	Buy	+1,046	New	+$57.2K	﹤0.01%	1169
2023 Q3	–	Sell	-4,437	Closed	-$510K	–	610
2023 Q2	$510K	Buy	+4,437	New	+$495K	0.01%	359
2019 Q1	–	Sell	-21	Closed	-$2K	–	481
2018 Q4	$2K	Buy	+21	New	+$1.61K	﹤0.01%	761

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wealthspire Advisors (New York)'s LW Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Lamb Weston (LW) in Q4 2025, closing a stake of 1,046 shares — an estimated $60.7K sold.

Wealthspire Advisors (New York) first reported a position in LW in Q4 2018 and held it in 3 quarters. The position peaked at $510K in Q2 2023. 625 funds tracked by Wall St. Rank hold LW as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Lamb Weston position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,046 Lamb Weston shares in Q4 2025, an estimated $60.7K.
Wealthspire Advisors (New York) first reported a position in Lamb Weston in Q4 2018 and held it in 3 quarters.
Wealthspire Advisors (New York)'s Lamb Weston position peaked at $510K in Q2 2023.
625 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.