Williams Jones Wealth Management, LLC.
Position in LW — Lamb Weston Holdings, Inc.
CIK 1788587
New York, NY
Position in LW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$373,075
+$8,752 QoQ
Shares Held
8,640
+0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
17 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, 2026Williams Jones Wealth Management, LLC. holds $16,112,036 across 8 Packaged Foods names. LW ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
116,554 | $5,876,652 | |
| 2 | GIS |
General Mills Inc
|
138,906 | $4,833,928 | |
| 3 | FLO |
Flowers Foods Inc
|
301,121 | $2,378,855 | |
| 4 | INGR |
Ingredion Inc
|
9,510 | $900,692 | |
| 5 | HRL |
Hormel Foods Corp /De/
|
35,787 | $888,233 | |
| 6 | SJM |
J M SMUCKER Co
|
4,357 | $490,162 | |
| 7 | LW |
Lamb Weston Holdings, Inc.
This page
|
8,640 | $373,075 | |
| 8 | CPB |
CAMPBELL'S Co
|
16,634 | $370,439 |
All Filings in LW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,075 | 8,640 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $364,323 | 8,621 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $361,133 | 8,621 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $500,707 | 8,621 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $450,628 | 8,691 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $486,149 | 9,121 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $609,556 | 9,121 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $590,493 | 9,121 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $783,709 | 9,321 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,003,619 | 9,421 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,018,315 | 9,421 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $871,065 | 9,421 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,209,388 | 10,521 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $984,891 | 9,423 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $841,860 | 9,421 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $729,074 | 9,422 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $683,157 | 9,560 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||