Alkeon Capital Management’s Lowe's Companies LOW Stock Holding History

Alkeon Capital Management’s Portfolio LOW Stock Details LOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,993,600	Closed	-$172M	–	153
2020 Q1	$172M	Hold	1,993,600	–	–	0.73%	35
2019 Q4	$239M	Hold	1,993,600	–	–	0.89%	15
2019 Q3	$219M	Hold	1,993,600	–	–	0.77%	23
2019 Q2	$201M	Hold	1,993,600	–	–	0.8%	25
2019 Q1	$218M	Sell	1,993,600 -700	-0%	-$69.9K	1.09%	19
2018 Q4	$184M	Sell	1,994,300 -5,700	-0.3%	-$550K	1.2%	20
2018 Q3	$230M	Buy	2,000,000 +1,000,000	+100%	+$104M	1.09%	18
2018 Q2	$95.6M	Sell	1,000,000 -1,000,000	-50%	-$90.5M	0.45%	54
2018 Q1	$176M	Hold	2,000,000	–	–	0.92%	32
2017 Q4	$186M	Buy	+2,000,000	New	+$165M	1.09%	25

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Alkeon Capital Management's LOW Position: Q2 2026 in Review

Alkeon Capital Management held its Lowe's Companies (LOW) position steady in Q2 2026 at 213,594 shares worth $47.1M. The position accounts for 0.06% of the portfolio, ranked #89.

Alkeon Capital Management first reported a position in LOW in Q4 2015 and has held it in 29 quarters since. The position peaked at $246M in Q4 2022. 2,648 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Alkeon Capital Management held 213,594 shares of Lowe's Companies worth $47.1M as of Q2 2026.
Alkeon Capital Management left its Lowe's Companies share count unchanged in Q2 2026.
Lowe's Companies made up 0.06% of Alkeon Capital Management's portfolio in Q2 2026, its #89 holding.
Alkeon Capital Management first reported a position in Lowe's Companies in Q4 2015 and has held it in 29 quarters since.
Alkeon Capital Management's Lowe's Companies position peaked at $246M in Q4 2022.
2,648 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Alkeon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.