Global Wealth Strategies & Associates LW LAMB WESTON HLDGS INC COM

Ownership history in Global Wealth Strategies & Associates  ·  14 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported LAMB WESTON HLDGS INC COM (LW) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows LW at 0.00% 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 Global Wealth Strategies & Associates's position in LAMB WESTON HLDGS INC COM, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

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.

How Global Wealth Strategies & Associates 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 52 -80 -60.6% 0.00% $2K 2026-05-15 (Est.) $44.06
2025 Q4 ADDED 132 +100 +312.5% 0.00% $6K 2026-01-02 $41.57
2025 Q3 UNCHANGED 32 0% 0.00% $2K 2025-10-02 $60.72
2025 Q2 UNCHANGED 32 0% 0.00% $2K 2025-07-07 $49.48
2025 Q1 UNCHANGED 32 0% 0.00% $2K 2025-04-02 $52.20
2024 Q4 UNCHANGED 32 0% 0.00% $2K 2025-01-02 $63.27
2024 Q3 UNCHANGED 32 0% 0.00% $2K 2024-10-01 $61.90
2024 Q2 UNCHANGED 32 0% 0.00% $3K 2024-07-02 $78.43
2024 Q1 UNCHANGED 32 0% 0.00% $3K 2024-04-01 $99.07
2023 Q4 UNCHANGED 32 0% 0.00% $3K 2024-01-02 $100.21
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Global Wealth Strategies & Associates and LW

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

How long has Global Wealth Strategies & Associates reported owning LW?

Global Wealth Strategies & Associates reported LW across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LW position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for LW was 0.00% in 2023 Q4.

What is the latest reported LW position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 52 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this LW ownership page compare?

The chart compares Global Wealth Strategies & Associates'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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