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Bell & Brown Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Bell & Brown Wealth Advisors’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 		$1.3M Buy
5,494
+20
+0.4% +$5.22K 0.42% 52
2025
Q4 		$1.32M Sell
5,474
-25
-0.5% -$6K 0.42% 51
2025
Q3 		$1.38M Buy
5,499
+50
+0.9% +$12.3K 0.45% 50
2025
Q2 		$1.21M Sell
5,449
-40
-0.7% -$8.93K 0.43% 52
2025
Q1 		$1.28M Buy
5,489
+25
+0.5% +$6.15K 0.5% 51
2024
Q4 		$1.35M Sell
5,464
-51
-0.9% -$13.6K 0.5% 48
2024
Q3 		$1.49M Buy
5,515
+45
+0.8% +$10.9K 0.58% 50
2024
Q2 		$1.21M Sell
5,470
-245
-4% -$55.9K 0.46% 52
2024
Q1 		$1.46M Sell
5,715
-40
-0.7% -$9.2K 0.62% 50
2023
Q4 		$1.28M Buy
+5,755
New +$1.17M 0.59% 51
2023
Q2 		$1.3M Sell
5,760
-31
-0.5% -$6.45K 0.65% 48
2023
Q1 		$1.16M Sell
5,791
-55
-0.9% -$11.2K 0.62% 50
2022
Q4 		$1.16M Sell
5,846
-55
-0.9% -$11K 0.64% 50
2022
Q3 		$1.11M Sell
5,901
-40
-0.7% -$7.79K 0.68% 48
2022
Q2 		$1.04M Sell
5,941
-80
-1% -$15.4K 0.55% 53
2022
Q1 		$1.22M Sell
6,021
-165
-3% -$38K 0.55% 53
2021
Q4 		$1.45M Buy
6,186
+1
+0% +$238 0.7% 51
2021
Q3 		$1.25M Buy
+6,185
New +$1.23M 0.68% 51
2020
Q3 		$1.17M Sell
6,630
-135
-2% -$20.8K 0.84% 44
2020
Q2 		$1.01M Sell
6,765
-45
-0.7% -$5.14K 0.79% 45
2020
Q1 		$769K Buy
6,810
+25
+0.4% +$2.73K 0.71% 46
2019
Q4 		$811K Sell
6,785
-199
-3% -$22.8K 0.6% 58
2019
Q3 		$761K Buy
6,984
+3,550
+103% +$375K 0.63% 55
2019
Q2 		$347K Buy
3,434
+75
+2% +$7.91K 0.31% 68
2019
Q1 		$368K Hold
3,359
– – 0.34% 71
2018
Q4 		$310K Hold
3,359
– – 0.33% 69
2018
Q3 		$320K Sell
3,359
-26
-0.8% -$2.71K 0.3% 74
2018
Q2 		$324K Hold
3,385
– – 0.32% 72
2018
Q1 		$278K Buy
3,385
+10
+0.3% +$947 0.29% 78
2017
Q4 		$314K Buy
+3,375
New +$279K 0.33% 72

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bell & Brown Wealth Advisors's LOW Position: Q1 2026 in Review

Bell & Brown Wealth Advisors increased its Lowe's Companies (LOW) stake by 0.37% in Q1 2026, buying an estimated $5.22K and bringing the position to 5,494 shares worth $1.3M. The position accounts for 0.42% of the portfolio, ranked #52.

Bell & Brown Wealth Advisors first reported a position in LOW in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.49M in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Bell & Brown Wealth Advisors held 5,494 shares of Lowe's Companies worth $1.3M as of Q1 2026.
  • Bell & Brown Wealth Advisors bought 20 Lowe's Companies shares in Q1 2026, an estimated $5.22K.
  • Lowe's Companies made up 0.42% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #52 holding.
  • Bell & Brown Wealth Advisors first reported a position in Lowe's Companies in Q4 2017 and has held it in 30 quarters since.
  • Bell & Brown Wealth Advisors's Lowe's Companies position peaked at $1.49M in Q3 2024.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.