Bard Financial Services’s Lowe's Companies LOW Stock Holding History

Bard Financial Services’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
2025 Q3	$2.1M	Hold	8,375	–	–	0.23%	85
2025 Q2	$1.86M	Sell	8,375 -1,125	-12%	-$251K	0.22%	87
2025 Q1	$2.22M	Buy	9,500 +1,095	+13%	+$269K	0.27%	82
2024 Q4	$2.07M	Hold	8,405	–	–	0.25%	85
2024 Q3	$2.28M	Sell	8,405 -4,185	-33%	-$1.01M	0.27%	78
2024 Q2	$2.78M	Hold	12,590	–	–	0.29%	73
2024 Q1	$3.21M	Buy	12,590 +30	+0.2%	+$6.9K	0.34%	69
2023 Q4	$2.8M	Buy	12,560 +150	+1%	+$30.4K	0.31%	71
2023 Q3	$2.58M	Hold	12,410	–	–	0.32%	68
2023 Q2	$2.8M	Hold	12,410	–	–	0.21%	96
2023 Q1	$2.48M	Hold	12,410	–	–	0.2%	102
2022 Q4	$2.47M	Hold	12,410	–	–	0.21%	99
2022 Q3	$2.33M	Hold	12,410	–	–	0.22%	99
2022 Q2	$2.17M	Hold	12,410	–	–	0.2%	105
2022 Q1	$2.51M	Sell	12,410 -175	-1%	-$40.3K	0.2%	101
2021 Q4	$3.25M	Sell	12,585 -375	-3%	-$89.2K	0.26%	88
2021 Q3	$2.63M	Hold	12,960	–	–	0.23%	98
2021 Q2	$2.51M	Hold	12,960	–	–	0.22%	99
2021 Q1	$2.46M	Sell	12,960 -95	-0.7%	-$16.3K	0.24%	96
2020 Q4	$2.1M	Buy	+13,055	New	+$2.12M	0.21%	101

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bard Financial Services's LOW Position: Q3 2025 in Review

Bard Financial Services held its Lowe's Companies (LOW) position steady in Q3 2025 at 8,375 shares worth $2.1M. The position accounts for 0.23% of the portfolio, ranked #85.

Bard Financial Services first reported a position in LOW in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.25M in Q4 2021. 2,656 funds tracked by Wall St. Rank hold LOW as of Q3 2025.

Bard Financial Services held 8,375 shares of Lowe's Companies worth $2.1M as of Q3 2025.
Bard Financial Services left its Lowe's Companies share count unchanged in Q3 2025.
Lowe's Companies made up 0.23% of Bard Financial Services's portfolio in Q3 2025, its #85 holding.
Bard Financial Services first reported a position in Lowe's Companies in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's Lowe's Companies position peaked at $3.25M in Q4 2021.
2,656 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.