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Summit Financial Wealth Advisors, LLC → LW
Summit Financial Wealth Advisors, LLC LW Position History
Lamb Weston Holdings, Inc. • Consumer Defensive
Quarters held
4
Latest value
$572K
Q3 2026
Peak value
$593K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $592K |
| Q1 2026 | $580K |
| Q2 2026 | $593K |
| Q3 2026 | $572K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $572K | 13.7K | — | — |
| Q2 2026 | $593K | 13.7K | — | — |
| Q1 2026 | $580K | 13.7K | — | — |
| Q4 2025 | $592K | 14.1K | — | — |
Other funds holding LW
$359.5M
$296.9M
$288.4M
$286.2M
$260.1M
$258.4M
$247.6M
$211.2M