WA
LW icon

Whipplewood Advisors’s Lamb Weston LW Stock Holding History

Whipplewood 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
Q2 		– Sell
-15
Closed -$634 – 889
2026
Q1 		$634 Buy
+15
New +$669 ﹤0.01% 962
2025
Q3 		– Sell
-15
Closed -$778 – 807
2025
Q2 		$778 Sell
15
-520
-97% -$27.8K ﹤0.01% 1056
2025
Q1 		$800 Buy
535
+520
+3,467% +$29.5K ﹤0.01% 1065
2024
Q4 		$1K Buy
+15
New +$1.12K ﹤0.01% 1020

Other funds holding LW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Whipplewood Advisors's LW Position: Q2 2026 in Review

Whipplewood Advisors sold out of Lamb Weston (LW) in Q2 2026, closing a stake of 15 shares — an estimated $634 sold.

Whipplewood Advisors first reported a position in LW in Q4 2024 and held it in 4 quarters. The position peaked at $1K in Q4 2024. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

  • Whipplewood Advisors reported no remaining Lamb Weston position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 15 Lamb Weston shares in Q2 2026, an estimated $634.
  • Whipplewood Advisors first reported a position in Lamb Weston in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Lamb Weston position peaked at $1K in Q4 2024.
  • 555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.