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HB Wealth Management, LLC → LW

HB Wealth Management, LLC LW Position History

Lamb Weston Holdings, Inc. • Consumer Defensive

Quarters held
3
Latest value
$614K
Q3 2026
Peak value
$614K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$214K
Q2 2026$344K
Q3 2026$614K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$614K14.7K——
Q2 2026$344K8.0K——
Q1 2026$214K5.1K——

Other funds holding LW

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B