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WR Wealth Planners’s Lamb Weston LW Stock Holding History

WR Wealth Planners’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
2024
Q4 		$115K Buy
+1,717
New +$128K 0.04% 212

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

WR Wealth Planners's LW Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Lamb Weston (LW) in Q4 2024: 1,717 shares worth $115K. The stake represents 0.04% of the portfolio and ranks #212 among its holdings.

702 funds tracked by Wall St. Rank hold LW as of Q4 2024.

  • WR Wealth Planners held 1,717 shares of Lamb Weston worth $115K as of Q4 2024.
  • Lamb Weston was a new WR Wealth Planners position in Q4 2024.
  • Lamb Weston made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #212 holding.
  • 702 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.