Position in LW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,047
+$2,497 QoQ
Shares Held
279
+23.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#105
of 175 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Bogart Wealth, LLC holds $352,982 across 18 Packaged Foods names. LW ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
4,631 | $161,158 | |
| 2 | KHC |
Kraft Heinz Co
|
4,377 | $103,384 | |
| 3 | CPB |
CAMPBELL'S Co
|
1,111 | $24,741 | |
| 4 | CAG |
Conagra Brands Inc.
|
1,065 | $14,334 | |
| 5 | LW |
Lamb Weston Holdings, Inc.
This page
|
279 | $12,047 | |
| 6 | HRL |
Hormel Foods Corp /De/
|
316 | $7,843 | |
| 7 | DAR |
Darling Ingredients Inc.
|
114 | $6,226 | |
| 8 | OFRM |
Once Upon a Farm, PBC
|
250 | $5,120 |
All Filings in LW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,047 | 279 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $9,550 | 226 | Shares | Sole | 2026-04-28 | |
| 2025-06-30 | $5,755 | 111 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||