Westhampton Capital’s Lamb Weston LW Stock Holding History

Westhampton 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	-4,324	Closed	-$251K	–	126
2025 Q3	$251K	Sell	4,324 -3,500	-45%	-$191K	0.12%	108
2025 Q2	$406K	Sell	7,824 -500	-6%	-$26.8K	0.21%	90
2025 Q1	$444K	Hold	8,324	–	–	0.24%	88
2024 Q4	$556K	Hold	8,324	–	–	0.28%	84
2024 Q3	$539K	Buy	+8,324	New	+$550K	0.27%	87

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

Westhampton Capital's LW Position: Q4 2025 in Review

Westhampton Capital sold out of Lamb Weston (LW) in Q4 2025, closing a stake of 4,324 shares — an estimated $251K sold.

Westhampton Capital first reported a position in LW in Q3 2024 and held it in 5 quarters. The position peaked at $556K in Q4 2024. 625 funds tracked by Wall St. Rank hold LW as of Q4 2025.

Westhampton Capital reported no remaining Lamb Weston position as of Q4 2025 after selling out during the quarter.
Westhampton Capital sold 4,324 Lamb Weston shares in Q4 2025, an estimated $251K.
Westhampton Capital first reported a position in Lamb Weston in Q3 2024 and held it in 5 quarters.
Westhampton Capital's Lamb Weston position peaked at $556K in Q4 2024.
625 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2025.

Based on Westhampton Capital's 13F filing for Q4 2025, filed 30 Jan 2026.