Lamb Weston Hldgs shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Lamb Weston Hldgs (LW) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Lamb Weston Hldgs
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All positions including Lamb Weston Hldgs held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Lamb Weston Hldgs by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $851k | 14k | 62.01 |
| 2025-03-31 | $732k | 14k | 53.30 |
| 2024-12-31 | $828k | 14k | 60.29 |
| 2024-09-30 | $878k | 14k | 64.74 |
| 2024-06-30 | $1.1M | 14k | 84.08 |
| 2024-03-31 | $1.4M | 14k | 106.53 |
| 2023-12-31 | $1.4M | 13k | 108.09 |
| 2023-09-30 | $1.3M | 13k | 93.42 |
| 2023-06-30 | $1.5M | 13k | 114.95 |
| 2023-03-31 | $1.4M | 13k | 104.52 |
| 2022-12-31 | $1.2M | 13k | 89.36 |
| 2022-09-30 | $1.1M | 13k | 84.82 |
| 2022-06-30 | $989k | 13k | 74.83 |
| 2022-03-31 | $792k | 13k | 59.93 |
| 2021-12-31 | $826k | 13k | 63.31 |
| 2021-09-30 | $801k | 13k | 61.40 |
| 2021-06-30 | $1.1M | 13k | 80.64 |
| 2021-03-31 | $1.0M | 13k | 78.70 |
| 2020-12-31 | $853k | 13k | 66.25 |
| 2020-09-30 | $849k | 13k | 65.70 |
| 2020-06-30 | $799k | 13k | 61.83 |
| 2020-03-31 | $670k | 13k | 51.85 |
| 2019-12-31 | $1.2M | 13k | 90.47 |
| 2019-09-30 | $967k | 13k | 76.11 |
| 2019-06-30 | $805k | 13k | 63.36 |
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