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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
Q3 		$453K Buy
2,459
+295
+14% +$61.2K 0.09% 173
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

HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Baker Tilly Wealth Management's LOW Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Lowe's Companies (LOW) stake by 14% in Q3 2026, buying an estimated $61.2K and bringing the position to 2,459 shares worth $453K. The position accounts for 0.09% of the portfolio, ranked #173.

Baker Tilly Wealth Management first reported a position in LOW in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.43M in Q2 2023. 123 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Baker Tilly Wealth Management held 2,459 shares of Lowe's Companies worth $453K as of Q3 2026.
  • Baker Tilly Wealth Management bought 295 Lowe's Companies shares in Q3 2026, an estimated $61.2K.
  • Lowe's Companies made up 0.09% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #173 holding.
  • Baker Tilly Wealth Management first reported a position in Lowe's Companies in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Lowe's Companies position peaked at $2.43M in Q2 2023.
  • 123 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.