BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in LW — Lamb Weston Holdings, Inc.
CIK 1654599
MORRISTOWN, NJ
Position in LW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$265,902
+$27,007 QoQ
Shares Held
6,158
+8.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#311
of 554 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $513,104 across 9 Packaged Foods names. LW ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LW |
Lamb Weston Holdings, Inc.
This page
|
6,158 | $265,902 | |
| 2 | MKC |
Mccormick & Co Inc
|
3,588 | $180,906 | |
| 3 | GIS |
General Mills Inc
|
1,231 | $42,838 | |
| 4 | MICC |
Magnum Ice Cream Co N.V.
|
540 | $9,401 | |
| 5 | KHC |
Kraft Heinz Co
|
303 | $7,156 | |
| 6 | INGR |
Ingredion Inc
|
52 | $4,924 | |
| 7 | POST |
Post Holdings, Inc.
|
20 | $1,765 | |
| 8 | WEST |
Westrock Coffee Co
|
25 | $202 |
All Filings in LW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,902 | 6,158 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $238,895 | 5,653 | Shares | Sole | 2026-04-14 | |
| 2025-09-30 | $249,802 | 4,301 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $223,006 | 4,301 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $242,781 | 4,555 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $304,076 | 4,550 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $294,567 | 4,550 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $383,657 | 4,563 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $486,096 | 4,563 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $251,201 | 2,324 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $213,767 | 2,312 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $264,040 | 2,297 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $240,082 | 2,297 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $207,315 | 2,320 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $351,459 | 4,542 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $338,720 | 4,740 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $293,559 | 4,900 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $311,195 | 4,910 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $300,651 | 4,899 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $386,522 | 4,792 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $371,284 | 4,792 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $377,322 | 4,792 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $317,565 | 4,792 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $235,006 | 3,676 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $211,212 | 3,699 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||