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JFS WEALTH ADVISORS, LLC

Position in LW — Lamb Weston Holdings, Inc.

CIK 1568068 HERMITAGE, PA

Position in LW

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$4,792
+$2,088 QoQ
Shares Held
111
+73.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#469
of 554 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in LW Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $315,030 across 17 Packaged Foods names. LW ranks #6 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 LW
Lamb Weston Holdings, Inc.
This page
111 $4,792

All Filings in LW

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,792 111
2026-03-31 $2,704 64
2025-12-31 $10,053 240
2025-09-30 $2,497 43
2025-06-30 $3,266 63
2025-03-31 $2,345 44
2024-12-31 $3,809 57
2024-09-30 $4,272 66
2024-06-30 $6,474 77
2024-03-31 $8,522 80
2023-12-31 $8,647 80
2023-09-30 $6,379 69
2023-06-30 $8,046 70
2023-03-31 $7,316 70
2022-12-31 $6,523 73
2022-09-30 $5,648 73
2022-06-30 $4,859 68
2022-03-31 $2,456 41
2021-12-31 $1,077 17