West Oak Capital’s Lamb Weston LW Stock Holding History

West Oak 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 Q1	–	Sell	-176	Closed	-$11.8K	–	311
2024 Q4	$11.8K	Hold	176	–	–	﹤0.01%	236
2024 Q3	$11.4K	Hold	176	–	–	﹤0.01%	240
2024 Q2	$14.8K	Hold	176	–	–	0.01%	232
2024 Q1	$19K	Hold	176	–	–	0.01%	216
2023 Q4	$19K	Hold	176	–	–	0.01%	213
2023 Q3	$16K	Hold	176	–	–	0.01%	215
2023 Q2	$20.2K	Hold	176	–	–	0.01%	206
2023 Q1	$18.4K	Hold	176	–	–	0.01%	207
2022 Q4	$16K	Hold	176	–	–	0.01%	195
2022 Q3	$14K	Hold	176	–	–	0.01%	217
2022 Q2	$13K	Buy	176 +100	+132%	+$6.61K	0.01%	227
2022 Q1	$5K	Hold	76	–	–	﹤0.01%	297
2021 Q4	$5K	Hold	76	–	–	﹤0.01%	302
2021 Q3	$5K	Hold	76	–	–	﹤0.01%	306
2021 Q2	$6K	Hold	76	–	–	﹤0.01%	296
2021 Q1	$6K	Hold	76	–	–	﹤0.01%	287
2020 Q4	$6K	Hold	76	–	–	﹤0.01%	265
2020 Q3	$5K	Hold	76	–	–	﹤0.01%	255
2020 Q2	$5K	Hold	76	–	–	﹤0.01%	255
2020 Q1	$4K	Hold	76	–	–	﹤0.01%	246
2019 Q4	$7K	Hold	76	–	–	﹤0.01%	244
2019 Q3	$6K	Hold	76	–	–	﹤0.01%	258
2019 Q2	$5K	Hold	76	–	–	﹤0.01%	279
2019 Q1	$6K	Hold	76	–	–	﹤0.01%	261
2018 Q4	$5.59K	Hold	76	–	–	﹤0.01%	267
2018 Q3	$5.06K	Buy	+76	New	+$5.21K	﹤0.01%	298

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

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

West Oak Capital's LW Position: Q1 2025 in Review

West Oak Capital sold out of Lamb Weston (LW) in Q1 2025, closing a stake of 176 shares — an estimated $11.8K sold.

West Oak Capital first reported a position in LW in Q3 2018 and held it in 26 quarters. The position peaked at $20.2K in Q2 2023. 634 funds tracked by Wall St. Rank hold LW as of Q1 2025.

West Oak Capital reported no remaining Lamb Weston position as of Q1 2025 after selling out during the quarter.
West Oak Capital sold 176 Lamb Weston shares in Q1 2025, an estimated $11.8K.
West Oak Capital first reported a position in Lamb Weston in Q3 2018 and held it in 26 quarters.
West Oak Capital's Lamb Weston position peaked at $20.2K in Q2 2023.
634 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2025.

Based on West Oak Capital's 13F filing for Q1 2025, filed 16 Apr 2025.