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Berkeley Capital Partners’s Lowe's Companies LOW Stock Holding History

Berkeley Capital Partners’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 		$1.1M Buy
4,661
+2,965
+175% +$773K 0.26% 84
2025
Q4 		$409K Buy
1,696
+851
+101% +$204K 0.1% 142
2025
Q3 		$212K Sell
845
-92
-10% -$22.6K 0.05% 176
2025
Q2 		$208K Sell
937
-336
-26% -$75K 0.05% 165
2025
Q1 		$297K Sell
1,273
-19
-1% -$4.67K 0.08% 140
2024
Q4 		$319K Sell
1,292
-169
-12% -$45.1K 0.09% 146
2024
Q3 		$396K Buy
1,461
+364
+33% +$88.2K 0.11% 134
2024
Q2 		$242K Buy
1,097
+23
+2% +$5.25K 0.07% 148
2024
Q1 		$274K Buy
+1,074
New +$247K 0.08% 144
2023
Q4 		– Sell
-1,074
Closed -$223K – 154
2023
Q3 		$223K Sell
1,074
-45
-4% -$10.1K 0.08% 140
2023
Q2 		$253K Buy
1,119
+45
+4% +$9.36K 0.09% 134
2023
Q1 		$215K Buy
+1,074
New +$218K 0.08% 135
2022
Q2 		– Sell
-1,172
Closed -$237K – 152
2022
Q1 		$237K Sell
1,172
-28
-2% -$6.44K 0.09% 137
2021
Q4 		$310K Sell
1,200
-50
-4% -$11.9K 0.13% 107
2021
Q3 		$254K Sell
1,250
-411
-25% -$81.9K 0.12% 113
2021
Q2 		$322K Buy
1,661
+47
+3% +$9.2K 0.14% 96
2021
Q1 		$307K Buy
1,614
+10
+0.6% +$1.72K 0.15% 94
2020
Q4 		$257K Buy
1,604
+14
+0.9% +$2.27K 0.13% 99
2020
Q3 		$264K Buy
+1,590
New +$245K 0.16% 85

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

Berkeley Capital Partners's LOW Position: Q1 2026 in Review

Berkeley Capital Partners increased its Lowe's Companies (LOW) stake by 175% in Q1 2026, buying an estimated $773K and bringing the position to 4,661 shares worth $1.1M. The position accounts for 0.26% of the portfolio, ranked #84.

Berkeley Capital Partners first reported a position in LOW in Q3 2020 and has held it in 19 quarters since. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Berkeley Capital Partners held 4,661 shares of Lowe's Companies worth $1.1M as of Q1 2026.
  • Berkeley Capital Partners bought 2,965 Lowe's Companies shares in Q1 2026, an estimated $773K.
  • Lowe's Companies made up 0.26% of Berkeley Capital Partners's portfolio in Q1 2026, its #84 holding.
  • Berkeley Capital Partners first reported a position in Lowe's Companies in Q3 2020 and has held it in 19 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.