WealthPlan Investment Management, LLC
Position in LW — Lamb Weston Holdings, Inc.
CIK 1929986
OMAHA, NE
Position in LW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$253,984
+$5,918 QoQ
Shares Held
5,882
+0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#314
of 554 holders
Holding Since
Mar 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, 2026WealthPlan Investment Management, LLC holds $648,889 across 3 Packaged Foods names. LW ranks #2 (39.1% of the industry book) .
All Filings in LW
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,984 | 5,882 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $248,066 | 5,870 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $240,658 | 5,745 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $321,879 | 5,542 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $286,471 | 5,525 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $293,629 | 5,509 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $364,490 | 5,454 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $354,710 | 5,479 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $205,155 | 2,440 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $259,613 | 2,437 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $265,144 | 2,453 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $226,157 | 2,446 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $274,500 | 2,388 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $248,966 | 2,382 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $679,404 | 7,603 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $586,617 | 7,581 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $465,320 | 7,767 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||