Williams Jones Wealth Management’s Lamb Weston LW Stock Holding History

Williams Jones Wealth 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
2026 Q2	$373K	Buy	8,640 +19	+0.2%	+$819	﹤0.01%	412
2026 Q1	$364K	Hold	8,621	–	–	﹤0.01%	399
2025 Q4	$361K	Hold	8,621	–	–	﹤0.01%	397
2025 Q3	$501K	Sell	8,621 -70	-0.8%	-$3.83K	0.01%	349
2025 Q2	$451K	Sell	8,691 -430	-5%	-$23K	0.01%	365
2025 Q1	$486K	Hold	9,121	–	–	0.01%	338
2024 Q4	$610K	Hold	9,121	–	–	0.01%	315
2024 Q3	$590K	Sell	9,121 -200	-2%	-$13.2K	0.01%	325
2024 Q2	$784K	Sell	9,321 -100	-1%	-$8.53K	0.01%	283
2024 Q1	$1M	Hold	9,421	–	–	0.01%	262
2023 Q4	$1.02M	Hold	9,421	–	–	0.01%	258
2023 Q3	$871K	Sell	9,421 -1,100	-10%	-$112K	0.01%	262
2023 Q2	$1.21M	Buy	10,521 +1,098	+12%	+$122K	0.02%	238
2023 Q1	$985K	Buy	9,423 +2	+0%	+$198	0.02%	282
2022 Q4	$842K	Sell	9,421 -1	-0%	-$85	0.01%	290
2022 Q3	$729K	Sell	9,422 -138	-1%	-$10.8K	0.01%	309
2022 Q2	$683K	Buy	+9,560	New	+$631K	0.01%	321

Other funds holding LW

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Williams Jones Wealth Management's LW Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Lamb Weston (LW) stake by 0.22% in Q2 2026, buying an estimated $819 and bringing the position to 8,640 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Williams Jones Wealth Management first reported a position in LW in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.21M in Q2 2023. 243 funds tracked by Wall St. Rank hold LW as of Q2 2026.

Williams Jones Wealth Management held 8,640 shares of Lamb Weston worth $373K as of Q2 2026.
Williams Jones Wealth Management bought 19 Lamb Weston shares in Q2 2026, an estimated $819.
Lamb Weston made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #412 holding.
Williams Jones Wealth Management first reported a position in Lamb Weston in Q2 2022 and has held it in 17 quarters since.
Williams Jones Wealth Management's Lamb Weston position peaked at $1.21M in Q2 2023.
243 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.