Barrett & Company’s Lowe's Companies LOW Stock Holding History

Barrett & Company’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	$103K	Sell	468 -121	-21%	-$27.5K	0.03%	244
2026 Q1	$139K	Hold	589	–	–	0.05%	183
2025 Q4	$142K	Sell	589 -1,000	-63%	-$240K	0.05%	183
2025 Q3	$399K	Hold	1,589	–	–	0.14%	92
2025 Q2	$353K	Hold	1,589	–	–	0.13%	103
2025 Q1	$371K	Hold	1,589	–	–	0.16%	95
2024 Q4	$392K	Sell	1,589 -39	-2%	-$10.4K	0.17%	85
2024 Q3	$441K	Hold	1,628	–	–	0.19%	82
2024 Q2	$359K	Hold	1,628	–	–	0.16%	91
2024 Q1	$415K	Hold	1,628	–	–	0.2%	86
2023 Q4	$362K	Hold	1,628	–	–	0.2%	88
2023 Q3	$338K	Sell	1,628 -25	-2%	-$5.62K	0.2%	89
2023 Q2	$373K	Hold	1,653	–	–	0.22%	88
2023 Q1	$331K	Hold	1,653	–	–	0.21%	85
2022 Q4	$329K	Hold	1,653	–	–	0.22%	85
2022 Q3	$329K	Buy	+1,653	New	+$322K	0.22%	85

Other funds holding LOW

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Barrett & Company's LOW Position: Q2 2026 in Review

Barrett & Company reduced its Lowe's Companies (LOW) stake by 21% in Q2 2026, selling an estimated $27.5K and leaving 468 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #244.

Barrett & Company first reported a position in LOW in Q3 2022 and has held it in 16 quarters since. The position peaked at $441K in Q3 2024. 2,652 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Barrett & Company held 468 shares of Lowe's Companies worth $103K as of Q2 2026.
Barrett & Company sold 121 Lowe's Companies shares in Q2 2026, an estimated $27.5K.
Lowe's Companies made up 0.03% of Barrett & Company's portfolio in Q2 2026, its #244 holding.
Barrett & Company first reported a position in Lowe's Companies in Q3 2022 and has held it in 16 quarters since.
Barrett & Company's Lowe's Companies position peaked at $441K in Q3 2024.
2,652 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.