Baron Wealth Management
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Baron Wealth Management’s Lowe's Companies LOW Stock Holding History

Baron 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 		$514K Sell
2,790
-1,590
-36% -$330K 0.13% 112
2026
Q2 		$966K Sell
4,380
-325
-7% -$73.8K 0.25% 56
2026
Q1 		$1.11M Sell
4,705
-963
-17% -$251K 0.33% 35
2025
Q4 		$1.37M Buy
5,668
+419
+8% +$101K 0.42% 30
2025
Q3 		$1.32M Buy
5,249
+26
+0.5% +$6.39K 0.44% 25
2025
Q2 		$1.16M Buy
5,223
+244
+5% +$54.5K 0.41% 26
2025
Q1 		$1.16M Buy
4,979
+1,462
+42% +$360K 0.51% 21
2024
Q4 		$868K Buy
3,517
+114
+3% +$30.4K 0.41% 34
2024
Q3 		$922K Buy
3,403
+329
+11% +$79.7K 0.44% 29
2024
Q2 		$678K Sell
3,074
-292
-9% -$66.6K 0.35% 39
2024
Q1 		$857K Sell
3,366
-110
-3% -$25.3K 0.46% 28
2023
Q4 		$774K Buy
3,476
+447
+15% +$90.6K 0.42% 26
2023
Q3 		$630K Buy
3,029
+14
+0.5% +$3.15K 0.4% 33
2023
Q2 		$680K Buy
3,015
+27
+0.9% +$5.62K 0.43% 28
2023
Q1 		$598K Buy
2,988
+632
+27% +$128K 0.42% 33
2022
Q4 		$469K Buy
+2,356
New +$471K 0.36% 41

Other funds holding LOW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Baron Wealth Management's LOW Position: Q3 2026 in Review

Baron Wealth Management reduced its Lowe's Companies (LOW) stake by 36% in Q3 2026, selling an estimated $330K and leaving 2,790 shares worth $514K. The position accounts for 0.13% of the portfolio, ranked #112.

Baron Wealth Management first reported a position in LOW in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.37M in Q4 2025. 1,720 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Baron Wealth Management held 2,790 shares of Lowe's Companies worth $514K as of Q3 2026.
  • Baron Wealth Management sold 1,590 Lowe's Companies shares in Q3 2026, an estimated $330K.
  • Lowe's Companies made up 0.13% of Baron Wealth Management's portfolio in Q3 2026, its #112 holding.
  • Baron Wealth Management first reported a position in Lowe's Companies in Q4 2022 and has held it in 16 quarters since.
  • Baron Wealth Management's Lowe's Companies position peaked at $1.37M in Q4 2025.
  • 1,720 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.