Lamb Weston Holdings, Inc.· LW

🇺🇸 US · MidSP600NYSE

Consumer Defensive Packaged Foods Website

Price: $46.67
Day: +0.45%
Mkt Cap: $6.42B
52W Range: $37.62 – $67.07
Volume: 1.96M
Beta: 0.46

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 4.2 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 586 institutions hold; 265 added, 197 reduced

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Lamb Weston Holdings, Inc.

LW|Consumer Defensive|Packaged Foods

Current price: $47

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2026

0.0x

vs own 6-quarter average

Seller breadth · Q2 2026

0 sellers

vs 0.3 avg per quarter

Institutional net breadth · Q2 2026

+59

339 adding vs 280 reducing

Institutional ownership · Q2 2026

94.6%

586 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

16.9M

-4.1%

PRICE T ROWE ASSOCIATES INC /MD/

9.2M

-3.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

8.0M

-1.5%

JPMORGAN CHASE & CO

7.1M

-2.4%

VANGUARD CAPITAL MANAGEMENT LLC

6.0M

-3.8%

STARBOARD VALUE LP

5.7M

-6.2%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

296

78 buying296 unchanged66 selling

440 funds held LW in Q2 2026, holding 74.6M shares between them, down 3.7% on the quarter.

Largest fund holders

SPDR SERIES TRUST2.1M sh

Northern Lights Fund Trust76.0K sh

FORUM FUNDS10.0K sh

Notable Insider Transactions, Q2 2026

Largest open-market purchases and sales by value in the last eight quarters

Purchase · Apr 7

JANA Partners Management, LP

$5.6M

Purchase · Apr 13

JANA Partners Management, LP

$4.2M

Purchase · Apr 8

JANA Partners Management, LP

$4.1M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 21, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

LW Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

4.2/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+100

Institutional Flow

50% weight

+34

Fund Flow

10% weight

Overall Smart Money sentiment of 4.2/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 20, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for LW

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Very Bullish

Strong insider buying in Q2 2026

Major: 8 purchases totaling $16.8M (403.1K shares)

Share volume is 3x+ above the historical average, unusually strong

Cluster buying: 4 different insiders bought this quarter

0.0x

Selling pace

vs own 6-qtr average

Light

0.00%

Stake sold

of active insiders' holdings

0 sellers

Seller breadth

vs 0.2 avg per quarter

$16.8M

Insider buying

4 buyers in Q2 2026

Cluster buying

Notable Recent Transactions, LW

Top 8 highest-value insider trades from the last 8 quarters

JANA Partners Management, LP

Director

Buy

136,000 shares at $40.89

≈2.6% of their stake after buying

Apr 7, 2026$5.56M

JANA Partners Management, LP

Director

Buy

100,000 shares at $42.12

≈1.9% of their stake after buying

Apr 13, 2026$4.21M

JANA Partners Management, LP

Director

Buy

100,000 shares at $41.41

≈1.9% of their stake after buying

Apr 8, 2026$4.14M

Craps Jan Eli B

Executive Chair

Buy

50,000 shares at $48.65

≈16.7% of their stake after buying

Feb 6, 2026$2.43M

JANA Partners Management, LP

Director

Buy

50,000 shares at $43.19

≈0.9% of their stake after buying

Apr 15, 2026$2.16M

JURGENSEN WILLIAM G

Director

Buy

5,000 shares at $63.27

≈2.8% of their stake after buying

Dec 23, 2024$316.35K

Gray James D

CFO

Buy

5,000 shares at $40.95

≈7.7% of their stake after buying

May 11, 2026$204.72K

Gray James D

CFO

Buy

4,556 shares at $43.85

≈7.6% of their stake after buying

Apr 27, 2026$199.78K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for LW

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

94.6% institutional ownership

Slight accumulation: 339 adding vs 280 reducing

13F shares increased by 1.9%, a modest change

Momentum improving from prior quarter

+59

Net breadth

339 adding vs 280 reducing

Accumulating

1.21

Add / reduce ratio

in Q2 2026

-9

New − closed

74 initiated, 83 exited

4 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+339 growing-280 shrinkingNet: +59

265

197

New (74)

Increased (265)

Reduced (197)

Closed (83)

Top Institutional Holders, LW

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

16.9M

$730.3M

Ownership

12.18%

-4.1%

PRICE T ROWE ASSOCIATES INC /MD/

9.2M

$395.9M

Ownership

6.60%

-3.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

8.0M

$347.1M

Ownership

5.79%

-1.5%

JPMORGAN CHASE & CO

7.1M

$314.1M

Ownership

5.12%

-2.4%

VANGUARD CAPITAL MANAGEMENT LLC

6.0M

$258.9M

Ownership

4.32%

-3.8%

STARBOARD VALUE LP

5.7M

$247.6M

Ownership

4.13%

-6.2%

JANA PARTNERS MANAGEMENT, LP

5.4M

$232.9M

Ownership

3.88%

+7.8%

AQR CAPITAL MANAGEMENT LLC

4.9M

$212.8M

Ownership

3.55%

+135.2%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 440 ETFs and mutual funds reporting

78 buying66 sellingNet: +12

296

Buying (78)

Unchanged (296)

Selling (66)

In total, funds bought 4.4M shares and sold 7.2M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

440 ETFs and mutual funds reporting

78 buying vs 66 selling (balanced)

Top Fund Holders, LW

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

2.1M

Weight

10.16%

Jul 31, 2026No change

Northern Lights Fund Trust

76.0K

Weight

0.16%

Jul 31, 2026No change

FORUM FUNDS

10.0K

Weight

46.88%

Jul 31, 2026No change

LORD ABBETT SERIES FUND INC

9.5K

Weight

0.03%

Jun 30, 2026No change

NATIONWIDE MUTUAL FUNDS

9.0K

Weight

0.00%

Jul 31, 2026No change

Siren ETF Trust

8.4K

Weight

3.76%

Jun 30, 2026No change

DEUTSCHE DWS VARIABLE SERIES II

8.1K

Weight

0.19%

Jun 30, 2026No change

DoubleLine ETF Trust

7.7K

Weight

0.02%

Jun 30, 2026No change

Lamb Weston Holdings, Inc.· LW

Holdings Analysis

Insider Trading Activity

1.3Transaction History51Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings156Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History51Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings156Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights