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Badgley Phelps Wealth Managers’s Lowe's Companies LOW Stock Holding History

Badgley Phelps Wealth Managers’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
2026
Q2 		$3.26M Buy
14,805
+134
+0.9% +$30.4K 0.06% 149
2026
Q1 		$3.47M Buy
14,671
+714
+5% +$186K 0.07% 142
2025
Q4 		$3.37M Buy
13,957
+99
+0.7% +$23.8K 0.06% 148
2025
Q3 		$3.48M Buy
13,858
+1
+0% +$246 0.07% 135
2025
Q2 		$3.07M Sell
13,857
-363
-3% -$81K 0.07% 136
2025
Q1 		$3.32M Sell
14,220
-495
-3% -$122K 0.08% 133
2024
Q4 		$3.63M Sell
14,715
-254
-2% -$67.8K 0.08% 126
2024
Q3 		$4.05M Buy
14,969
+339
+2% +$82.1K 0.09% 125
2024
Q2 		$3.23M Sell
14,630
-10
-0.1% -$2.28K 0.08% 123
2024
Q1 		$3.73M Buy
14,640
+169
+1% +$38.9K 0.09% 119
2023
Q4 		$3.22M Sell
14,471
-223
-2% -$45.2K 0.09% 119
2023
Q3 		$3.05M Buy
14,694
+1,010
+7% +$227K 0.1% 115
2023
Q2 		$3.09M Buy
13,684
+9,881
+260% +$2.06M 0.1% 116
2023
Q1 		$760K Buy
3,803
+1,820
+92% +$370K 0.03% 137
2022
Q4 		$395K Sell
1,983
-130
-6% -$26K 0.02% 162
2022
Q3 		$397K Buy
2,113
+130
+7% +$25.3K 0.02% 148
2022
Q2 		$346K Sell
1,983
-58
-3% -$11.2K 0.01% 162
2022
Q1 		$413K Buy
2,041
+19
+0.9% +$4.37K 0.01% 164
2021
Q4 		$523K Sell
2,022
-180
-8% -$42.8K 0.02% 159
2021
Q3 		$447K Buy
+2,202
New +$439K 0.02% 161

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Badgley Phelps Wealth Managers's LOW Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Lowe's Companies (LOW) stake by 0.91% in Q2 2026, buying an estimated $30.4K and bringing the position to 14,805 shares worth $3.26M. The position accounts for 0.06% of the portfolio, ranked #149.

Badgley Phelps Wealth Managers first reported a position in LOW in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.05M in Q3 2024. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Badgley Phelps Wealth Managers held 14,805 shares of Lowe's Companies worth $3.26M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 134 Lowe's Companies shares in Q2 2026, an estimated $30.4K.
  • Lowe's Companies made up 0.06% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #149 holding.
  • Badgley Phelps Wealth Managers first reported a position in Lowe's Companies in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's Lowe's Companies position peaked at $4.05M in Q3 2024.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.