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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
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

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Baron Wealth Management's LOW Position: Q2 2026 in Review

Baron Wealth Management reduced its Lowe's Companies (LOW) stake by 6.9% in Q2 2026, selling an estimated $73.8K and leaving 4,380 shares worth $966K. The position accounts for 0.25% of the portfolio, ranked #56.

Baron Wealth Management first reported a position in LOW in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.37M in Q4 2025. 550 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Baron Wealth Management held 4,380 shares of Lowe's Companies worth $966K as of Q2 2026.
  • Baron Wealth Management sold 325 Lowe's Companies shares in Q2 2026, an estimated $73.8K.
  • Lowe's Companies made up 0.25% of Baron Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Baron Wealth Management first reported a position in Lowe's Companies in Q4 2022 and has held it in 15 quarters since.
  • Baron Wealth Management's Lowe's Companies position peaked at $1.37M in Q4 2025.
  • 550 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.