Back to LW
Castle Rock Wealth Management, LLC → LW
Castle Rock Wealth Management, LLC LW Position History
Lamb Weston Holdings, Inc. • Consumer Defensive
Quarters held
5
Latest value
$446K
Q3 2026
Peak value
$581K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $581K |
| Q4 2025 | $421K |
| Q1 2026 | $366K |
| Q2 2026 | $415K |
| Q3 2026 | $446K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $446K | 9.3K | — | — |
| Q2 2026 | $415K | 9.3K | — | — |
| Q1 2026 | $366K | 9.3K | — | — |
| Q4 2025 | $421K | 9.3K | — | — |
| Q3 2025 | $581K | 9.3K | — | — |
Other funds holding LW
$359.5M
$296.9M
$288.4M
$286.2M
$260.1M
$258.4M
$247.6M
$211.2M