Baldwin Wealth Partners’s Lowe's Companies LOW Stock Holding History

Baldwin Wealth Partners’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	–	Sell	-988	Closed	-$233K	–	240
2026 Q1	$233K	Hold	988	–	–	0.02%	200
2025 Q4	$238K	Hold	988	–	–	0.02%	225
2025 Q3	$248K	Sell	988 -95	-9%	-$23.3K	0.02%	207
2025 Q2	$240K	Sell	1,083 -111	-9%	-$24.8K	0.02%	201
2025 Q1	$278K	Sell	1,194 -18	-1%	-$4.43K	0.02%	188
2024 Q4	$299K	Buy	1,212 +299	+33%	+$79.9K	0.02%	188
2024 Q3	$247K	Sell	913 -1,032	-53%	-$250K	0.02%	298
2024 Q2	$429K	Hold	1,945	–	–	0.03%	154
2024 Q1	$495K	Sell	1,945 -317	-14%	-$72.9K	0.04%	150
2023 Q4	$503K	Hold	2,262	–	–	0.04%	148
2023 Q3	$470K	Hold	2,262	–	–	0.04%	153
2023 Q2	$511K	Hold	2,262	–	–	0.04%	161
2023 Q1	$452K	Hold	2,262	–	–	0.04%	167
2022 Q4	$451K	Hold	2,262	–	–	0.04%	169
2022 Q3	$425K	Hold	2,262	–	–	0.06%	106
2022 Q2	$396K	Hold	2,262	–	–	0.05%	124
2022 Q1	$458K	Hold	2,262	–	–	0.05%	131
2021 Q4	$585K	Hold	2,262	–	–	0.06%	110
2021 Q3	$459K	Hold	2,262	–	–	0.05%	125
2021 Q2	$438K	Hold	2,262	–	–	0.05%	133
2021 Q1	$430K	Buy	2,262 +17	+0.8%	+$2.92K	0.05%	119
2020 Q4	$360K	Hold	2,245	–	–	0.05%	129
2020 Q3	$373K	Hold	2,245	–	–	0.05%	121
2020 Q2	$304K	Hold	2,245	–	–	0.04%	127
2020 Q1	$193K	Hold	2,245	–	–	0.03%	148
2019 Q4	$269K	Hold	2,245	–	–	0.04%	154
2019 Q3	$247K	Hold	2,245	–	–	0.04%	153
2019 Q2	$226K	Hold	2,245	–	–	0.03%	193
2019 Q1	$246K	Hold	2,245	–	–	0.04%	185
2018 Q4	$208K	Hold	2,245	–	–	0.03%	185
2018 Q3	$258K	Buy	2,245 +2,055	+1,082%	+$214K	0.04%	182
2018 Q2	$18K	Hold	190	–	–	﹤0.01%	409
2018 Q1	$17K	Buy	+190	New	+$18K	﹤0.01%	398
2017 Q3	–	Sell	-275	Closed	-$21K	–	496
2017 Q2	$21K	Hold	275	–	–	﹤0.01%	371
2017 Q1	$23K	Sell	275 -14	-5%	-$1.07K	﹤0.01%	358
2016 Q4	$21K	Hold	289	–	–	﹤0.01%	364
2016 Q3	$21K	Sell	289 -2,743	-90%	-$213K	﹤0.01%	378
2016 Q2	$240K	Sell	3,032 -23,443	-89%	-$1.81M	0.05%	156
2016 Q1	$2M	Sell	26,475 -1,102	-4%	-$77.7K	0.36%	61
2015 Q4	$2.1M	Buy	27,577 +527	+2%	+$39.1K	0.34%	70
2015 Q3	$1.86M	Sell	27,050 -203	-0.7%	-$14K	0.31%	68
2015 Q2	$1.82M	Buy	27,253 +190	+0.7%	+$13.5K	0.27%	82
2015 Q1	$2.01M	Sell	27,063 -38	-0.1%	-$2.72K	0.3%	79
2014 Q4	$1.86M	Buy	+27,101	New	+$1.62M	0.27%	84
2014 Q2	–	Sell	-19,273	Closed	-$942K	–	254
2014 Q1	$942K	Sell	19,273 -9,380	-33%	-$453K	0.15%	130
2013 Q4	$1.42M	Buy	28,653 +359	+1%	+$17.4K	0.23%	94
2013 Q3	$1.35M	Buy	+28,294	New	+$1.28M	0.25%	96

Other funds holding LOW

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Baldwin Wealth Partners's LOW Position: Q2 2026 in Review

Baldwin Wealth Partners sold out of Lowe's Companies (LOW) in Q2 2026, closing a stake of 988 shares — an estimated $233K sold.

Baldwin Wealth Partners first reported a position in LOW in Q3 2013 and held it in 47 quarters. The position peaked at $2.1M in Q4 2015. 1,182 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Baldwin Wealth Partners reported no remaining Lowe's Companies position as of Q2 2026 after selling out during the quarter.
Baldwin Wealth Partners sold 988 Lowe's Companies shares in Q2 2026, an estimated $233K.
Baldwin Wealth Partners first reported a position in Lowe's Companies in Q3 2013 and held it in 47 quarters.
Baldwin Wealth Partners's Lowe's Companies position peaked at $2.1M in Q4 2015.
1,182 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.