West Branch Capital’s Lamb Weston LW Stock Holding History

West Branch Capital’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	-166	Closed	-$9.64K	–	446
2025 Q3	$9.64K	Hold	166	–	–	﹤0.01%	285
2025 Q2	$8.61K	Hold	166	–	–	﹤0.01%	287
2025 Q1	$8.85K	Sell	166 -200	-55%	-$11.3K	﹤0.01%	295
2024 Q4	$24.5K	Hold	366	–	–	0.01%	206
2024 Q3	$23.7K	Hold	366	–	–	0.01%	210
2024 Q2	$30.8K	Hold	366	–	–	0.01%	188
2024 Q1	$39K	Hold	366	–	–	0.02%	179
2023 Q4	$39.6K	Hold	366	–	–	0.02%	172
2023 Q3	$33.8K	Hold	366	–	–	0.02%	190
2023 Q2	$42.1K	Hold	366	–	–	0.02%	175
2023 Q1	$38.3K	Hold	366	–	–	0.02%	189
2022 Q4	$32.7K	Hold	366	–	–	0.02%	191
2022 Q3	$28K	Sell	366 -87	-19%	-$6.8K	0.02%	203
2022 Q2	$32K	Hold	453	–	–	0.02%	198
2022 Q1	$27K	Hold	453	–	–	0.01%	222
2021 Q4	$29K	Hold	453	–	–	0.01%	237
2021 Q3	$28K	Hold	453	–	–	0.01%	228
2021 Q2	$37K	Buy	+453	New	+$36.3K	0.02%	216

Other funds holding LW

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

West Branch Capital's LW Position: Q4 2025 in Review

West Branch Capital sold out of Lamb Weston (LW) in Q4 2025, closing a stake of 166 shares — an estimated $9.64K sold.

West Branch Capital first reported a position in LW in Q2 2021 and held it in 18 quarters. The position peaked at $42.1K in Q2 2023. 624 funds tracked by Wall St. Rank hold LW as of Q4 2025.

West Branch Capital reported no remaining Lamb Weston position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 166 Lamb Weston shares in Q4 2025, an estimated $9.64K.
West Branch Capital first reported a position in Lamb Weston in Q2 2021 and held it in 18 quarters.
West Branch Capital's Lamb Weston position peaked at $42.1K in Q2 2023.
624 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.