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

BCS 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 		$303K Sell
1,642
-3
-0.2% -$623 0.05% 228
2026
Q2 		$363K Sell
1,645
-26
-2% -$5.9K 0.07% 213
2026
Q1 		$395K Sell
1,671
-1,775
-52% -$463K 0.08% 183
2025
Q4 		$831K Buy
3,446
+1,753
+104% +$421K 0.08% 176
2025
Q3 		$425K Sell
1,693
-187
-10% -$45.9K 0.1% 162
2025
Q2 		$417K Sell
1,880
-9
-0.5% -$2.01K 0.09% 172
2025
Q1 		$440K Sell
1,889
-41
-2% -$10.1K 0.11% 160
2024
Q4 		$476K Buy
+1,930
New +$515K 0.12% 150
2024
Q2 		– Sell
-2,027
Closed -$516K – 190
2024
Q1 		$516K Sell
2,027
-24
-1% -$5.52K 0.17% 130
2023
Q4 		$457K Sell
2,051
-13
-0.6% -$2.64K 0.17% 127
2023
Q3 		$429K Buy
+2,064
New +$464K 0.18% 119
2023
Q1 		– Sell
-2,460
Closed -$490K – 181
2022
Q4 		$490K Buy
2,460
+4
+0.2% +$799 0.21% 109
2022
Q3 		$461K Buy
2,456
+97
+4% +$18.9K 0.22% 105
2022
Q2 		$412K Buy
2,359
+55
+2% +$10.6K 0.18% 106
2022
Q1 		$466K Buy
2,304
+310
+16% +$71.3K 0.19% 108
2021
Q4 		$516K Sell
1,994
-90
-4% -$21.4K 0.19% 103
2021
Q3 		$423K Sell
2,084
-80
-4% -$15.9K 0.18% 103
2021
Q2 		$420K Sell
2,164
-208
-9% -$40.7K 0.22% 90
2021
Q1 		$451K Buy
2,372
+10
+0.4% +$1.72K 0.21% 88
2020
Q4 		$379K Hold
2,362
– – 0.2% 91
2020
Q3 		$392K Sell
2,362
-779
-25% -$120K 0.22% 83
2020
Q2 		$424K Buy
+3,141
New +$359K 0.25% 74
2020
Q1 		– Sell
-2,266
Closed -$271K – 116
2019
Q4 		$271K Buy
+2,266
New +$259K 0.18% 87

Other funds holding LOW

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

BCS Wealth Management reduced its Lowe's Companies (LOW) stake by 0.18% in Q3 2026, selling an estimated $623 and leaving 1,642 shares worth $303K. The position accounts for 0.05% of the portfolio, ranked #228.

BCS Wealth Management first reported a position in LOW in Q4 2019 and has held it in 23 quarters since. The position peaked at $831K in Q4 2025. 1,330 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • BCS Wealth Management held 1,642 shares of Lowe's Companies worth $303K as of Q3 2026.
  • BCS Wealth Management sold 3 Lowe's Companies shares in Q3 2026, an estimated $623.
  • Lowe's Companies made up 0.05% of BCS Wealth Management's portfolio in Q3 2026, its #228 holding.
  • BCS Wealth Management first reported a position in Lowe's Companies in Q4 2019 and has held it in 23 quarters since.
  • BCS Wealth Management's Lowe's Companies position peaked at $831K in Q4 2025.
  • 1,330 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on BCS Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.