Skip to main content

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

LW holding history

Lamb Weston Holdings, Inc. in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LW overviewAll 13F holders of LWFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of LW by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−8,119−100.0%Sold outHolders
Q1 20268,119$343.1K<0.1%+1,090+15.5%AddedHolders
Q4 20257,029$294.4K<0.1%+699+11.0%AddedHolders
Q3 20256,330$367.6K<0.1%+1,532+31.9%AddedHolders
Q2 20254,798$248.8K<0.1%+588+14.0%AddedHolders
Q1 20254,210$224.4K<0.1%+349+9.0%AddedHolders
Q4 20243,861$258.0K<0.1%+3,861NewHolders
Q1 20240$00.0%−2,115−100.0%Sold outHolders
Q4 20232,115$220.3K<0.1%−244−10.3%ReducedHolders
Q3 20232,359$218.1K<0.1%−2,870−54.9%ReducedHolders
Q2 20235,229$601.1K<0.1%+1,534+41.5%AddedHolders
Q1 20233,695$386.3K<0.1%−143−3.7%ReducedHolders
Q4 20223,838$343.0K<0.1%+609+18.9%AddedHolders
Q3 20223,229$250.0K<0.1%+3,229NewHolders
Q3 20210$00.0%−3,884−100.0%Sold outHolders
Q2 20213,884$313.0K<0.1%+412+11.9%AddedHolders
Q1 20213,472$269.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.