Adell Harriman & Carpenter’s Lowe's Companies LOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$311K Hold
1,316
0.02% 142
2025
Q4
$317K Hold
1,316
0.02% 145
2025
Q3
$331K Hold
1,316
0.02% 146
2025
Q2
$292K Hold
1,316
0.02% 150
2025
Q1
$307K Sell
1,316
-100
-7% -$24.6K 0.02% 149
2024
Q4
$350K Sell
1,416
-138
-9% -$36.9K 0.02% 140
2024
Q3
$421K Sell
1,554
-108
-6% -$26.2K 0.03% 134
2024
Q2
$366K Hold
1,662
0.03% 135
2024
Q1
$423K Hold
1,662
0.03% 130
2023
Q4
$370K Sell
1,662
-150
-8% -$30.4K 0.03% 135
2023
Q3
$377K Sell
1,812
-315
-15% -$70.9K 0.04% 131
2023
Q2
$478K Sell
2,127
-122
-5% -$25.4K 0.05% 126
2023
Q1
$450K Buy
2,249
+439
+24% +$89.2K 0.05% 128
2022
Q4
$361K Hold
1,810
0.04% 135
2022
Q3
$340K Hold
1,810
0.04% 141
2022
Q2
$316K Sell
1,810
-26
-1% -$5.01K 0.04% 122
2022
Q1
$371K Hold
1,836
0.04% 143
2021
Q4
$475K Buy
1,836
+34
+2% +$8.08K 0.04% 137
2021
Q3
$366K Sell
1,802
-100
-5% -$19.9K 0.04% 144
2021
Q2
$369K Hold
1,902
0.04% 144
2021
Q1
$362K Sell
1,902
-63
-3% -$10.8K 0.04% 135
2020
Q4
$315K Hold
1,965
0.04% 131
2020
Q3
$326K Hold
1,965
0.05% 130
2020
Q2
$266K Buy
+1,965
New +$224K 0.05% 118
2020
Q1
Sell
-2,965
Closed -$355K 134
2019
Q4
$355K Hold
2,965
0.06% 117
2019
Q3
$326K Sell
2,965
-100
-3% -$10.6K 0.06% 117
2019
Q2
$309K Sell
3,065
-100
-3% -$10.5K 0.06% 115
2019
Q1
$346K Sell
3,165
-144
-4% -$14.4K 0.07% 119
2018
Q4
$306K Buy
3,309
+800
+32% +$77.1K 0.07% 127
2018
Q3
$288K Buy
2,509
+44
+2% +$4.58K 0.05% 133
2018
Q2
$236K Buy
2,465
+110
+5% +$9.96K 0.05% 141
2018
Q1
$207K Buy
2,355
+60
+3% +$5.68K 0.04% 140
2017
Q4
$213K Buy
+2,295
New +$190K 0.05% 137

Other funds holding LOW

Adell Harriman & Carpenter's LOW Position: Q1 2026 in Review

Adell Harriman & Carpenter held its Lowe's Companies (LOW) position steady in Q1 2026 at 1,316 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #142.

Adell Harriman & Carpenter first reported a position in LOW in Q4 2017 and has held it in 33 quarters since. The position peaked at $478K in Q2 2023. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Adell Harriman & Carpenter held 1,316 shares of Lowe's Companies worth $311K as of Q1 2026.
  • Adell Harriman & Carpenter left its Lowe's Companies share count unchanged in Q1 2026.
  • Lowe's Companies made up 0.02% of Adell Harriman & Carpenter's portfolio in Q1 2026, its #142 holding.
  • Adell Harriman & Carpenter first reported a position in Lowe's Companies in Q4 2017 and has held it in 33 quarters since.
  • Adell Harriman & Carpenter's Lowe's Companies position peaked at $478K in Q2 2023.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Adell Harriman & Carpenter's 13F filing for Q1 2026, filed 4 May 2026.