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

Belleair 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 		$870K Hold
3,948
– – 0.73% 34
2026
Q1 		$933K Hold
3,948
– – 0.85% 31
2025
Q4 		$952K Buy
+3,948
New +$948K 0.91% 29

Other funds holding LOW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Belleair Asset Management held its Lowe's Companies (LOW) position steady in Q2 2026 at 3,948 shares worth $870K. The position accounts for 0.73% of the portfolio, ranked #34.

Belleair Asset Management first reported a position in LOW in Q4 2025 and has held it in 3 quarters since. The position peaked at $952K in Q4 2025. 1,590 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Belleair Asset Management held 3,948 shares of Lowe's Companies worth $870K as of Q2 2026.
  • Belleair Asset Management left its Lowe's Companies share count unchanged in Q2 2026.
  • Lowe's Companies made up 0.73% of Belleair Asset Management's portfolio in Q2 2026, its #34 holding.
  • Belleair Asset Management first reported a position in Lowe's Companies in Q4 2025 and has held it in 3 quarters since.
  • Belleair Asset Management's Lowe's Companies position peaked at $952K in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Belleair Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.