Institute for Wealth Management, LLC.
Position in LW — Lamb Weston Holdings, Inc.
CIK 1533954
DENVER, CO
Position in LW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$360,181
-$5,225 QoQ
Shares Held
8,523
-2.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026Institute for Wealth Management, LLC. holds $395,281 across 2 Packaged Foods names. LW ranks #1 (91.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LW |
Lamb Weston Holdings, Inc.
This page
|
8,523 | $360,181 | |
| 2 | BYND |
Beyond Meat, Inc.
|
50,000 | $35,100 |
All Filings in LW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $360,181 | 8,523 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $365,406 | 8,723 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||