Ballast Advisors’s Lowe's Companies LOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$134K Buy
+567
New +$148K 0.04% 136
2023
Q3
Sell
-890
Closed -$201K 184
2023
Q2
$201K Buy
+890
New +$185K 0.08% 113
2022
Q1
Sell
-798
Closed -$206K 187
2021
Q4
$206K Buy
+798
New +$190K 0.08% 112

Other funds holding LOW

Ballast Advisors's LOW Position: Q1 2026 in Review

Ballast Advisors opened a new position in Lowe's Companies (LOW) in Q1 2026: 567 shares worth $134K. The stake represents 0.04% of the portfolio and ranks #136 among its holdings. This is a return to the name: Ballast Advisors previously reported a position in LOW as recently as Q2 2023.

Ballast Advisors first reported a position in LOW in Q4 2021 and has held it in 3 quarters since. The position peaked at $206K in Q4 2021. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Ballast Advisors held 567 shares of Lowe's Companies worth $134K as of Q1 2026.
  • Lowe's Companies was a new Ballast Advisors position in Q1 2026.
  • Lowe's Companies made up 0.04% of Ballast Advisors's portfolio in Q1 2026, its #136 holding.
  • Ballast Advisors first reported a position in Lowe's Companies in Q4 2021 and has held it in 3 quarters since.
  • Ballast Advisors's Lowe's Companies position peaked at $206K in Q4 2021.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Ballast Advisors's 13F filing for Q1 2026, filed 13 May 2026.