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Berger Financial Group’s Lowe's Companies LOW Stock Holding History

Berger Financial Group’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 		$257K Sell
1,086
-79
-7% -$20.6K 0.01% 398
2025
Q4 		$281K Buy
1,165
+40
+4% +$9.6K 0.02% 388
2025
Q3 		$283K Buy
1,125
+102
+10% +$25.1K 0.02% 363
2025
Q2 		$227K Sell
1,023
-17
-2% -$3.79K 0.01% 382
2025
Q1 		$243K Sell
1,040
-31
-3% -$7.63K 0.02% 374
2024
Q4 		$264K Buy
1,071
+18
+2% +$4.81K 0.02% 343
2024
Q3 		$285K Buy
1,053
+49
+5% +$11.9K 0.02% 317
2024
Q2 		$221K Sell
1,004
-37
-4% -$8.44K 0.02% 342
2024
Q1 		$265K Sell
1,041
-39
-4% -$8.96K 0.02% 302
2023
Q4 		$240K Buy
1,080
+64
+6% +$13K 0.02% 271
2023
Q3 		$211K Sell
1,016
-46
-4% -$10.3K 0.02% 265
2023
Q2 		$240K Sell
1,062
-24
-2% -$4.99K 0.03% 253
2023
Q1 		$217K Sell
1,086
-59
-5% -$12K 0.03% 255
2022
Q4 		$228K Sell
1,145
-173
-13% -$34.6K 0.03% 237
2022
Q3 		$248K Buy
1,318
+56
+4% +$10.9K 0.04% 207
2022
Q2 		$220K Buy
1,262
+29
+2% +$5.59K 0.03% 220
2022
Q1 		$249K Sell
1,233
-1
-0.1% -$230 0.03% 234
2021
Q4 		$319K Sell
1,234
-317
-20% -$75.4K 0.04% 201
2021
Q3 		$315K Hold
1,551
– – 0.06% 157
2021
Q2 		$301K Buy
1,551
+450
+41% +$88K 0.05% 158
2021
Q1 		$209K Buy
+1,101
New +$189K 0.05% 187

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

Berger Financial Group's LOW Position: Q1 2026 in Review

Berger Financial Group reduced its Lowe's Companies (LOW) stake by 6.8% in Q1 2026, selling an estimated $20.6K and leaving 1,086 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #398.

Berger Financial Group first reported a position in LOW in Q1 2021 and has held it in 21 quarters since. The position peaked at $319K in Q4 2021. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Berger Financial Group held 1,086 shares of Lowe's Companies worth $257K as of Q1 2026.
  • Berger Financial Group sold 79 Lowe's Companies shares in Q1 2026, an estimated $20.6K.
  • Lowe's Companies made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #398 holding.
  • Berger Financial Group first reported a position in Lowe's Companies in Q1 2021 and has held it in 21 quarters since.
  • Berger Financial Group's Lowe's Companies position peaked at $319K in Q4 2021.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.