Westside Investment Management’s Lamb Weston LW Stock Holding History

Westside Investment Management’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 Q3	–	Sell	-150	Closed	-$7.86K	–	1409
2025 Q2	$7.86K	Hold	150	–	–	﹤0.01%	1032
2025 Q1	$8K	Hold	150	–	–	﹤0.01%	712
2024 Q4	$10K	Hold	150	–	–	﹤0.01%	685
2024 Q3	$8.9K	Hold	150	–	–	﹤0.01%	695
2024 Q2	$12.6K	Hold	150	–	–	﹤0.01%	620
2024 Q1	$15.7K	Buy	+150	New	+$15.6K	﹤0.01%	559
2018 Q4	–	Sell	-50	Closed	-$3.3K	–	759
2018 Q3	$3.3K	Hold	50	–	–	﹤0.01%	642
2018 Q2	$3.4K	Hold	50	–	–	﹤0.01%	724
2018 Q1	$2.9K	Hold	50	–	–	﹤0.01%	735
2017 Q4	$2.93K	Hold	50	–	–	﹤0.01%	753
2017 Q3	$2.44K	Hold	50	–	–	﹤0.01%	747
2017 Q2	$2.14K	Hold	50	–	–	﹤0.01%	745
2017 Q1	$2.09K	Hold	50	–	–	﹤0.01%	709
2016 Q4	$1.84K	Buy	+50	New	+$1.7K	﹤0.01%	591

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 $999B AUM 46.22% 1-Year Est. Return

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

JPM

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

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

CCP

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

Westside Investment Management's LW Position: Q3 2025 in Review

Westside Investment Management sold out of Lamb Weston (LW) in Q3 2025, closing a stake of 150 shares — an estimated $7.86K sold.

Westside Investment Management first reported a position in LW in Q4 2016 and held it in 14 quarters. The position peaked at $15.7K in Q1 2024. 625 funds tracked by Wall St. Rank hold LW as of Q3 2025.

Westside Investment Management reported no remaining Lamb Weston position as of Q3 2025 after selling out during the quarter.
Westside Investment Management sold 150 Lamb Weston shares in Q3 2025, an estimated $7.86K.
Westside Investment Management first reported a position in Lamb Weston in Q4 2016 and held it in 14 quarters.
Westside Investment Management's Lamb Weston position peaked at $15.7K in Q1 2024.
625 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2025.

Based on Westside Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.