Summit Financial Wealth Advisors, LLC

Position in LW — Lamb Weston Holdings, Inc.

CIK 1632283 Lafayette, LA

Position in LW

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$592,688

+$12,628 QoQ

Shares Held

13,726

0.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#245

of 554 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Summit Financial Wealth Advisors, LLC holds $1,545,038 across 4 Packaged Foods names. LW ranks #2 (38.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAG	Conagra Brands Inc.	47,036	$633,104
2	LW	Lamb Weston Holdings, Inc. This page	13,726	$592,688
3	SJM	J M SMUCKER Co	1,800	$202,500
4	FLO	Flowers Foods Inc	14,778	$116,746

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$592,688	13,726	0.0%	Shares	Sole	2026-07-15
2026-03-31	$580,060	13,726	-2.9%	Shares	Sole	2026-05-26
2025-12-31	$591,947	14,131	+3.0%	Shares	Sole	2026-01-27
2025-09-30	$797,206	13,726	0.0%	Shares	Sole	2025-10-03
2025-06-30	$711,693	13,726	0.0%	Shares	Sole	2025-09-29
2025-03-31	$731,595	13,726	0.0%	Shares	Sole	2025-05-14
2024-12-31	$917,308	13,726	+1.3%	Shares	Sole	2025-02-13
2024-09-30	$877,615	13,556	0.0%	Shares	Sole	2024-11-13
2024-06-30	$1,139,788	13,556	0.0%	Shares	Sole	2024-08-12
2024-03-31	$1,444,120	13,556	+1.2%	Shares	Sole	2024-05-02
2023-12-31	$1,447,865	13,395	0.0%	Shares	Sole	2024-01-19
2023-09-30	$1,238,501	13,395	+0.1%	Shares	Sole	2023-11-13
2023-06-30	$1,538,720	13,386	0.0%	Shares	Sole	2023-07-12
2023-03-31	$1,399,104	13,386	+1.3%	Shares	Sole	2023-04-10
2022-12-31	$1,180,981	13,216	0.0%	Shares	Sole	2023-01-17
2022-09-30	$1,022,654	13,216	0.0%	Shares	Sole	2022-10-28
2022-06-30	$944,415	13,216	0.0%	Shares	Sole	2022-07-26
2022-03-31	$791,770	13,216	+1.3%	Shares	Sole	2022-05-06
2021-12-31	$826,855	13,046	0.0%	Shares	Sole	2022-01-12
2021-09-30	$800,633	13,046	0.0%	Shares	Sole	2021-11-05
2021-06-30	$1,052,290	13,046	+1.0%	Shares	Sole	2021-08-09
2021-03-31	$1,001,196	12,922	+0.4%	Shares	Sole	2021-04-23
2020-12-31	$1,013,856	12,876	-0.4%	Shares	Sole	2021-01-11
2020-09-30	$856,340	12,922	0.0%	Shares	Sole	2020-11-09
2020-06-30	$826,103	12,922	0.0%	Shares	Sole	2020-07-16
2020-03-31	$737,846	12,922	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.