West Paces Advisors’s Lamb Weston LW Stock Holding History

West Paces Advisors’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 Q3	$459	Sell	11 -8	-42%	-$397	﹤0.01%	672
2026 Q2	$820	Buy	+19	New	+$819	﹤0.01%	671
2024 Q1	–	Sell	-7	Closed	-$757	–	643
2023 Q4	$757	Buy	+7	New	+$674	﹤0.01%	525
2021 Q3	–	Sell	-333	Closed	-$26.9K	–	611
2021 Q2	$26.9K	Hold	333	–	–	0.01%	259
2021 Q1	$25.8K	Buy	+333	New	+$26.3K	0.01%	243
2020 Q3	–	Sell	-50	Closed	-$3.2K	–	426
2020 Q2	$3.2K	Hold	50	–	–	﹤0.01%	399
2020 Q1	$2.85K	Hold	50	–	–	﹤0.01%	403
2019 Q4	$4.3K	Hold	50	–	–	﹤0.01%	416
2019 Q3	$3.64K	Hold	50	–	–	﹤0.01%	405
2019 Q2	$3.17K	Hold	50	–	–	﹤0.01%	415
2019 Q1	$3.75K	Hold	50	–	–	﹤0.01%	407
2018 Q4	$3.68K	Hold	50	–	–	﹤0.01%	400
2018 Q3	$3.33K	Hold	50	–	–	﹤0.01%	417
2018 Q2	$3.43K	Hold	50	–	–	﹤0.01%	424
2018 Q1	$2.91K	Hold	50	–	–	﹤0.01%	405
2017 Q4	$2.82K	Hold	50	–	–	﹤0.01%	414
2017 Q3	$2.35K	Sell	50 -20	-29%	-$897	﹤0.01%	429
2017 Q2	$3.08K	Hold	70	–	–	﹤0.01%	425
2017 Q1	$2.94K	Sell	70 -34	-33%	-$1.34K	﹤0.01%	423
2016 Q4	$3.94K	Buy	+104	New	+$3.54K	﹤0.01%	425

Other funds holding LW

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

West Paces Advisors's LW Position: Q3 2026 in Review

West Paces Advisors reduced its Lamb Weston (LW) stake by 42% in Q3 2026, selling an estimated $397 and leaving 11 shares worth $459. The position accounts for ﹤0.01% of the portfolio, ranked #672.

West Paces Advisors first reported a position in LW in Q4 2016 and has held it in 20 quarters since. The position peaked at $26.9K in Q2 2021. 61 funds tracked by Wall St. Rank hold LW as of Q3 2026.

West Paces Advisors held 11 shares of Lamb Weston worth $459 as of Q3 2026.
West Paces Advisors sold 8 Lamb Weston shares in Q3 2026, an estimated $397.
Lamb Weston made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #672 holding.
West Paces Advisors first reported a position in Lamb Weston in Q4 2016 and has held it in 20 quarters since.
West Paces Advisors's Lamb Weston position peaked at $26.9K in Q2 2021.
61 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.