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Bell Asset Management’s Lowe's Companies LOW Stock Holding History

Bell Asset 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 		$4.5M Buy
+20,417
New +$4.64M 1.2% 23
2024
Q2 		– Sell
-27,574
Closed -$7.02M – 66
2024
Q1 		$7.02M Sell
27,574
-6,709
-20% -$1.54M 1.03% 51
2023
Q4 		$7.63M Sell
34,283
-165
-0.5% -$33.4K 1.16% 46
2023
Q3 		$7.16M Buy
34,448
+3,033
+10% +$682K 1.18% 50
2023
Q2 		$7.09M Sell
31,415
-5,861
-16% -$1.22M 1.21% 47
2023
Q1 		$7.45M Buy
37,276
+4,786
+15% +$972K 1.36% 35
2022
Q4 		$6.47M Sell
32,490
-15,554
-32% -$3.11M 1.21% 49
2022
Q3 		$9.02M Sell
48,044
-10,887
-18% -$2.12M 1.83% 20
2022
Q2 		$10.3M Buy
58,931
+1,332
+2% +$257K 2.03% 11
2022
Q1 		$11.6M Sell
57,599
-314
-0.5% -$72.2K 2% 14
2021
Q4 		$15M Sell
57,913
-2,653
-4% -$631K 2.41% 6
2021
Q3 		$12.3M Buy
60,566
+23,034
+61% +$4.59M 2.1% 10
2021
Q2 		$7.28M Sell
37,532
-9,849
-21% -$1.93M 1.42% 32
2021
Q1 		$9.01M Buy
47,381
+2,086
+5% +$358K 1.93% 12
2020
Q4 		$7.27M Buy
45,295
+8,305
+22% +$1.35M 1.59% 27
2020
Q3 		$6.13M Sell
36,990
-10,086
-21% -$1.55M 1.53% 33
2020
Q2 		$6.36M Sell
47,076
-5,919
-11% -$676K 1.73% 24
2020
Q1 		$4.56M Buy
52,995
+6,954
+15% +$760K 1.42% 36
2019
Q4 		$5.51M Sell
46,041
-37,919
-45% -$4.34M 1.42% 31
2019
Q3 		$9.23M Sell
83,960
-181
-0.2% -$19.1K 1.42% 33
2019
Q2 		$8.49M Buy
84,141
+2,216
+3% +$234K 1.38% 42
2019
Q1 		$8.97M Buy
81,925
+4,173
+5% +$416K 1.54% 32
2018
Q4 		$7.18M Buy
77,752
+14,987
+24% +$1.45M 1.51% 31
2018
Q3 		$7.21M Sell
62,765
-3,998
-6% -$417K 1.5% 31
2018
Q2 		$6.4M Sell
66,763
-14,852
-18% -$1.34M 1.54% 29
2018
Q1 		$9.34M Sell
81,615
-7,276
-8% -$689K 1.87% 19
2017
Q4 		$8.26M Buy
+88,891
New +$7.35M 1.97% 12

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bell Asset Management's LOW Position: Q2 2026 in Review

Bell Asset Management opened a new position in Lowe's Companies (LOW) in Q2 2026: 20,417 shares worth $4.5M. The stake represents 1.2% of the portfolio and ranks #23 among its holdings. This is a return to the name: Bell Asset Management previously reported a position in LOW as recently as Q1 2024.

Bell Asset Management first reported a position in LOW in Q4 2017 and has held it in 27 quarters since. The position peaked at $15M in Q4 2021. 2,652 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Bell Asset Management held 20,417 shares of Lowe's Companies worth $4.5M as of Q2 2026.
  • Lowe's Companies was a new Bell Asset Management position in Q2 2026.
  • Lowe's Companies made up 1.2% of Bell Asset Management's portfolio in Q2 2026, its #23 holding.
  • Bell Asset Management first reported a position in Lowe's Companies in Q4 2017 and has held it in 27 quarters since.
  • Bell Asset Management's Lowe's Companies position peaked at $15M in Q4 2021.
  • 2,652 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Bell Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.