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Bell Investment Advisors’s Lowe's Companies LOW Stock Holding History

Bell Investment 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
Q2 		$39.9K Sell
181
-21
-10% -$4.77K 0.01% 317
2026
Q1 		$47.7K Sell
202
-65
-24% -$17K 0.01% 252
2025
Q4 		$64.4K Buy
267
+73
+38% +$17.5K 0.01% 218
2025
Q3 		$48.8K Sell
194
-3
-2% -$737 0.01% 248
2025
Q2 		$43.7K Buy
197
+14
+8% +$3.12K 0.01% 271
2025
Q1 		$42.7K Buy
183
+24
+15% +$5.91K 0.01% 245
2024
Q4 		$39.2K Sell
159
-5
-3% -$1.33K 0.01% 252
2024
Q3 		$44.4K Hold
164
– – 0.01% 238
2024
Q2 		$36.2K Hold
164
– – 0.01% 267
2024
Q1 		$41.8K Buy
164
+9
+6% +$2.07K 0.01% 234
2023
Q4 		$34.5K Sell
155
-21
-12% -$4.26K 0.01% 241
2023
Q3 		$36.6K Sell
176
-9
-5% -$2.02K 0.01% 212
2023
Q2 		$41.8K Buy
185
+10
+6% +$2.08K 0.01% 190
2023
Q1 		$35K Sell
175
-66
-27% -$13.4K 0.01% 209
2022
Q4 		$48K Sell
241
-52
-18% -$10.4K 0.01% 170
2022
Q3 		$55K Buy
293
+31
+12% +$6.04K 0.02% 126
2022
Q2 		$46K Buy
+262
New +$50.5K 0.01% 145
2021
Q4 		$55K Buy
211
+53
+34% +$12.6K 0.02% 151
2021
Q3 		$32K Buy
+158
New +$31.5K 0.01% 202

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 Investment Advisors's LOW Position: Q2 2026 in Review

Bell Investment Advisors reduced its Lowe's Companies (LOW) stake by 10% in Q2 2026, selling an estimated $4.77K and leaving 181 shares worth $39.9K. The position accounts for 0.01% of the portfolio, ranked #317.

Bell Investment Advisors first reported a position in LOW in Q3 2021 and has held it in 19 quarters since. The position peaked at $64.4K in Q4 2025. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Bell Investment Advisors held 181 shares of Lowe's Companies worth $39.9K as of Q2 2026.
  • Bell Investment Advisors sold 21 Lowe's Companies shares in Q2 2026, an estimated $4.77K.
  • Lowe's Companies made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #317 holding.
  • Bell Investment Advisors first reported a position in Lowe's Companies in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Lowe's Companies position peaked at $64.4K in Q4 2025.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.