Baker Tilly Wealth Management’s Lowe's Companies LOW Stock Holding History

Baker Tilly Wealth 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
2026 Q2	$477K	Sell	2,164 -74	-3%	-$16.8K	0.1%	173
2026 Q1	$529K	Buy	2,238 +131	+6%	+$34.2K	0.13%	150
2025 Q4	$508K	Buy	2,107 +258	+14%	+$61.9K	0.13%	152
2025 Q3	$465K	Sell	1,849 -188	-9%	-$46.2K	0.1%	160
2025 Q2	$452K	Sell	2,037 -14	-0.7%	-$3.12K	0.16%	135
2025 Q1	$478K	Buy	2,051 +231	+13%	+$56.8K	0.19%	123
2024 Q4	$449K	Buy	1,820 +5	+0.3%	+$1.33K	0.18%	130
2024 Q3	$492K	Sell	1,815 -2,595	-59%	-$628K	0.22%	117
2024 Q2	$972K	Sell	4,410 -3,550	-45%	-$810K	0.4%	52
2024 Q1	$2.03M	Sell	7,960 -313	-4%	-$72K	0.37%	64
2023 Q4	$1.84M	Sell	8,273 -184	-2%	-$37.3K	0.3%	73
2023 Q3	$1.76M	Sell	8,457 -2,289	-21%	-$515K	0.29%	74
2023 Q2	$2.43M	Buy	10,746 +513	+5%	+$107K	0.25%	86
2023 Q1	$2.05M	Buy	10,233 +674	+7%	+$137K	0.23%	99
2022 Q4	$1.9M	Buy	9,559 +1,101	+13%	+$220K	0.23%	103
2022 Q3	$1.59M	Sell	8,458 -46	-0.5%	-$8.96K	0.22%	98
2022 Q2	$1.49M	Buy	8,504 +26	+0.3%	+$5.01K	0.19%	112
2022 Q1	$1.71M	Sell	8,478 -157	-2%	-$36.1K	0.19%	109
2021 Q4	$2.23M	Buy	8,635 +1,030	+14%	+$245K	0.24%	83
2021 Q3	$1.54M	Buy	7,605 +661	+10%	+$132K	0.2%	98
2021 Q2	$1.35M	Sell	6,944 -86	-1%	-$16.8K	0.22%	98
2021 Q1	$1.34M	Buy	7,030 +1,171	+20%	+$201K	0.27%	91
2020 Q4	$940K	Buy	+5,859	New	+$952K	0.29%	85

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

Baker Tilly Wealth Management's LOW Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Lowe's Companies (LOW) stake by 3.3% in Q2 2026, selling an estimated $16.8K and leaving 2,164 shares worth $477K. The position accounts for 0.1% of the portfolio, ranked #173.

Baker Tilly Wealth Management first reported a position in LOW in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.43M in Q2 2023. 2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Baker Tilly Wealth Management held 2,164 shares of Lowe's Companies worth $477K as of Q2 2026.
Baker Tilly Wealth Management sold 74 Lowe's Companies shares in Q2 2026, an estimated $16.8K.
Lowe's Companies made up 0.1% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #173 holding.
Baker Tilly Wealth Management first reported a position in Lowe's Companies in Q4 2020 and has held it in 23 quarters since.
Baker Tilly Wealth Management's Lowe's Companies position peaked at $2.43M in Q2 2023.
2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.