William B. Walkup & Associates, Inc. LANC LANCASTER COLONY CORP

Ownership history in William B. Walkup & Associates, Inc.  ·  8 quarters on record

AI Ownership Summary

William B. Walkup & Associates, Inc. reported LANCASTER COLONY CORP (LANC) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.45% in 2024 Q2. The latest visible filing shows LANC at 0.38% 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.

What this LANC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was William B. Walkup & Associates, Inc.'s position in LANCASTER COLONY CORP, 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

LANC was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 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 William B. Walkup & Associates, Inc. held LANC — position size vs. price
% of Fund (quarterly)    LANC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 3,625 +49 +1.4% 0.38% $634K 2026-04-20
2025 Q4 REDUCED 3,576 -49 -1.4% 0.32% $588K 2026-02-17
2025 Q3 UNCHANGED 3,625 0% 0.34% $626K 2025-10-29
2025 Q2 UNCHANGED 3,625 0% 0.37% $626K 2025-08-12
2025 Q1 UNCHANGED 3,625 0% 0.39% $634K 2025-05-13
2024 Q4 UNCHANGED 3,625 0% 0.40% $628K 2025-02-14
2024 Q3 UNCHANGED 3,625 0% 0.40% $640K 2024-11-15
2024 Q2 INITIATED 3,625 0.45% $685K 2024-08-16

FAQ About William B. Walkup & Associates, Inc. and LANC

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

How long has William B. Walkup & Associates, Inc. reported owning LANC?

William B. Walkup & Associates, Inc. reported LANC across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported LANC position in William B. Walkup & Associates, Inc.'s portfolio?

The largest reported portfolio weight for LANC was 0.45% in 2024 Q2.

What is the latest reported LANC position on this page?

The most recent filing on this page is 2026 Q1, when William B. Walkup & Associates, Inc. reported 3,625 shares, equal to 0.38% of portfolio, with an estimated market value of $634K.

What does the chart on this LANC ownership page compare?

The chart compares William B. Walkup & Associates, Inc.'s quarterly LANC 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.

← Back to William B. Walkup & Associates, Inc. Holdings