Planning Strategies Inc.’s Lamb Weston LW Stock Holding History

Planning Strategies Inc.’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	$43	Buy	+1	New	+$43	﹤0.01%	1060

Other funds holding LW

DLA

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

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Planning Strategies Inc.'s LW Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Lamb Weston (LW) in Q2 2026: 1 share worth $43. The stake represents ﹤0.01% of the portfolio and ranks #1060 among its holdings.

158 funds tracked by Wall St. Rank hold LW as of Q2 2026.

Planning Strategies Inc. held 1 share of Lamb Weston worth $43 as of Q2 2026.
Lamb Weston was a new Planning Strategies Inc. position in Q2 2026.
Lamb Weston made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1060 holding.
158 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.