LW — LAMB WESTON HOLDINGS INC

Ownership history in Douglas Lane & Associates, LLC  ·  18 quarters on record

AI Ownership Summary

Douglas Lane & Associates, LLC reported LAMB WESTON HOLDINGS INC (LW) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.04% in 2025 Q3. The latest visible filing shows LW at 0.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Douglas Lane & Associates, LLC's position in LAMB WESTON HOLDINGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LW was reported at 0.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.04% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LW stock page Douglas Lane & Associates, LLC fund profile Douglas Lane & Associates, LLC full holdings
How Douglas Lane & Associates, LLC held LW — position size vs. price
% of Fund (quarterly)    LW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,430,629 +216,745 +17.9% 0.87% $60.5M 2026-04-15 $43.17
2025 Q4 REDUCED 1,213,884 -65,461 -5.1% 0.70% $50.8M 2026-01-22 $43.75
2025 Q3 ADDED 1,279,345 +212,504 +19.9% 1.04% $74.3M 2025-10-10 $62.85
2025 Q2 REDUCED 1,066,841 -74 -0.0% 0.80% $55.3M 2025-07-07 $49.92
2025 Q1 ADDED 1,066,915 +45,735 +4.5% 0.84% $56.9M 2025-04-09 $53.74
2024 Q4 REDUCED 1,021,180 -88,195 -7.9% 0.96% $68.2M 2025-01-08 $58.86
2024 Q3 ADDED 1,109,375 +269,209 +32.0% 0.99% $71.8M 2024-10-10 $68.29
2024 Q2 ADDED 840,166 +204,384 +32.1% 1.00% $70.6M 2024-07-08 $76.97
2024 Q1 ADDED 635,782 +65,555 +11.5% 0.96% $67.7M 2024-04-11 $77.47
2023 Q4 ADDED 570,227 +228,726 +67.0% 0.95% $61.6M 2024-01-17 $104.36
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LW

As of 2026 Q1 — sorted by position size

A&I FINANCIAL SERVICES, LLC 3Y 7Y 0.32% DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.29% Leeward Investments, LLC - MA 3Y 0.27% Yorktown Management & Research Co Inc 3Y 7Y 0.25% Exeter Financial, LLC 3Y 7Y 0.22% Investors Research Corp 3Y 7Y 0.21% Morey & Quinn Wealth Partners, LLC 0.19% Professional Financial Advisors, LLC 3Y 0.13% Sterneck Capital Management, LLC 3Y 7Y 0.09% Byrne Asset Management LLC 3Y 0.09%

FAQ About Douglas Lane & Associates, LLC and LW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Douglas Lane & Associates, LLC reported owning LW?

Douglas Lane & Associates, LLC reported LW across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LW position in Douglas Lane & Associates, LLC's portfolio?

The largest reported portfolio weight for LW was 1.04% in 2025 Q3.

What is the latest reported LW position on this page?

The most recent filing on this page is 2026 Q1, when Douglas Lane & Associates, LLC reported 1,430,629 shares, equal to 0.87% of portfolio, with an estimated market value of $60.5M.

What does the chart on this LW ownership page compare?

The chart compares Douglas Lane & Associates, LLC's quarterly LW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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