MFA WEALTH ADVISORS, LLC LW — LAMB WESTON HLDGS INC

Ownership history in MFA WEALTH ADVISORS, LLC  ·  4 quarters on record

AI Ownership Summary

MFA WEALTH ADVISORS, LLC reported LAMB WESTON HLDGS INC (LW) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.06% in 2025 Q3. The latest visible filing shows LW at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MFA WEALTH ADVISORS, LLC's position in LAMB WESTON HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LW was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LW stock page MFA WEALTH ADVISORS, LLC fund profile MFA WEALTH ADVISORS, LLC full holdings
How MFA WEALTH ADVISORS, LLC held LW — position size vs. price
% of Fund (quarterly)    LW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 4,669 +164 +3.6% 0.03% $202K 2026-07-13 $46.98
2025 Q3 REDUCED — — — 4,505 -10 -0.2% 0.06% $262K 2025-10-20 $64.17
2025 Q2 ADDED — — — 4,515 +356 +8.6% 0.05% $234K 2025-07-14 $49.58
2025 Q1 INITIATED — — — 4,159 — — 0.05% $222K 2025-04-21 $49.65

🏢 Other funds also holding LW

As of 2026 Q2 — sorted by position size

Douglas Lane & Associates, LLC 3Y 7Y 0.99% KEATING INVESTMENT COUNSELORS INC 3Y 7Y 0.68% First Nebraska Trust Co 0.46% A&I FINANCIAL SERVICES, LLC 3Y 7Y 0.34% ALKEME WEALTH, LLC 3Y 7Y 0.2% Investors Research Corp 3Y 7Y 0.2% Castle Rock Wealth Management, LLC 3Y 7Y 0.08% Summit Financial Wealth Advisors, LLC 3Y 7Y 0.08% NJ State Employees Deferred Compensation Plan 3Y 7Y 0.05% FNY Investment Advisers, LLC 3Y 7Y 0.04%

FAQ About MFA WEALTH ADVISORS, LLC and LW

These are the practical questions this page is built to answer before you even open the full history table.

How long has MFA WEALTH ADVISORS, LLC reported owning LW?

MFA WEALTH ADVISORS, LLC reported LW across 4 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported LW position in MFA WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for LW was 0.06% in 2025 Q3.

What is the latest reported LW position on this page?

The most recent filing on this page is 2026 Q2, when MFA WEALTH ADVISORS, LLC reported 4,669 shares, equal to 0.03% of portfolio, with an estimated market value of $202K.

What does the chart on this LW ownership page compare?

The chart compares MFA WEALTH ADVISORS, LLC's quarterly LW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MFA WEALTH ADVISORS, LLC time their LW position?

Based on 13F filing dates vs. subsequent LW price moves, MFA WEALTH ADVISORS, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on LW relative to SPY over the holding period was -3.2%.

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