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 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 $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barrett & Company's LOW Position: Q1 2026 in Review

Barrett & Company held its Lowe's Companies (LOW) position steady in Q1 2026 at 589 shares worth $139K. The position accounts for 0.05% of the portfolio, ranked #183.

Barrett & Company first reported a position in LOW in Q3 2022 and has held it in 15 quarters since. The position peaked at $441K in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Barrett & Company held 589 shares of Lowe's Companies worth $139K as of Q1 2026.
Barrett & Company left its Lowe's Companies share count unchanged in Q1 2026.
Lowe's Companies made up 0.05% of Barrett & Company's portfolio in Q1 2026, its #183 holding.
Barrett & Company first reported a position in Lowe's Companies in Q3 2022 and has held it in 15 quarters since.
Barrett & Company's Lowe's Companies position peaked at $441K in Q3 2024.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.