Position in LW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$36,141
+$1,277 QoQ
Shares Held
837
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#384
of 554 holders
Holding Since
Sep 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, 2026Bell Investment Advisors, Inc holds $271,022 across 19 Packaged Foods names. LW ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
2,476 | $86,164 | |
| 2 | CAG |
Conagra Brands Inc.
|
2,831 | $38,105 | |
| 3 | LW |
Lamb Weston Holdings, Inc.
This page
|
837 | $36,141 | |
| 4 | INGR |
Ingredion Inc
|
364 | $34,474 | |
| 5 | CPB |
CAMPBELL'S Co
|
1,034 | $23,027 | |
| 6 | KHC |
Kraft Heinz Co
|
456 | $10,770 | |
| 7 | POST |
Post Holdings, Inc.
|
103 | $9,090 | |
| 8 | NOMD |
Nomad Foods Ltd
|
585 | $6,405 |
All Filings in LW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,141 | 837 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $34,864 | 825 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $35,020 | 836 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $49,600 | 854 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $44,642 | 861 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $45,358 | 851 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $58,008 | 868 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $55,741 | 861 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $71,720 | 853 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $92,574 | 869 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $93,930 | 869 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $79,330 | 858 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $101,615 | 884 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $92,395 | 884 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $78,994 | 884 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $68,017 | 879 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $63,670 | 891 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $57,295 | 904 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $53,637 | 874 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||