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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
Q2 		$245K Buy
1,112
+26
+2% +$5.91K 0.01% 419
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 $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

Berger Financial Group's LOW Position: Q2 2026 in Review

Berger Financial Group increased its Lowe's Companies (LOW) stake by 2.4% in Q2 2026, buying an estimated $5.91K and bringing the position to 1,112 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #419.

Berger Financial Group first reported a position in LOW in Q1 2021 and has held it in 22 quarters since. The position peaked at $319K in Q4 2021. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Berger Financial Group held 1,112 shares of Lowe's Companies worth $245K as of Q2 2026.
  • Berger Financial Group bought 26 Lowe's Companies shares in Q2 2026, an estimated $5.91K.
  • Lowe's Companies made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #419 holding.
  • Berger Financial Group first reported a position in Lowe's Companies in Q1 2021 and has held it in 22 quarters since.
  • Berger Financial Group's Lowe's Companies position peaked at $319K in Q4 2021.
  • 2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.