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Berkeley Inc’s Lowe's Companies LOW Stock Holding History

Berkeley Inc’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 		$7.81M Sell
35,439
-292
-0.8% -$66.3K 2.45% 17
2026
Q1 		$8.44M Sell
35,731
-13,298
-27% -$3.47M 2.83% 12
2025
Q4 		$11.8M Buy
49,029
+117
+0.2% +$28.1K 3.76% 6
2025
Q3 		$12.3M Sell
48,912
-2,316
-5% -$569K 3.95% 7
2025
Q2 		$11.4M Sell
51,228
-5,720
-10% -$1.28M 4.08% 6
2025
Q1 		$13.3M Buy
56,948
+4,645
+9% +$1.14M 6.23% 4
2024
Q4 		$12.9M Sell
52,303
-35,617
-41% -$9.51M 6.68% 3
2024
Q3 		$23.8M Buy
87,920
+44,512
+103% +$10.8M 6.93% 2
2024
Q2 		$9.57M Buy
43,408
+8,349
+24% +$1.9M 5.95% 3
2024
Q1 		$8.93M Sell
35,059
-501
-1% -$115K 5.41% 4
2023
Q4 		$7.91M Buy
35,560
+2,637
+8% +$535K 4.98% 4
2023
Q3 		$6.84M Buy
32,923
+300
+0.9% +$67.5K 4.67% 4
2023
Q2 		$7.36M Buy
32,623
+619
+2% +$129K 4.96% 4
2023
Q1 		$6.4M Sell
32,004
-428
-1% -$86.9K 4.64% 4
2022
Q4 		$6.46M Buy
32,432
+177
+0.5% +$35.4K 4.88% 4
2022
Q3 		$6.06M Buy
32,255
+635
+2% +$124K 5.1% 4
2022
Q2 		$5.52M Buy
31,620
+7,765
+33% +$1.5M 4.42% 5
2022
Q1 		$4.82M Sell
23,855
-905
-4% -$208K 3.37% 9
2021
Q4 		$6.4M Sell
24,760
-6,951
-22% -$1.65M 4.26% 4
2021
Q3 		$6.43M Buy
31,711
+336
+1% +$67K 4.74% 3
2021
Q2 		$6.09M Buy
31,375
+264
+0.8% +$51.7K 4.36% 4
2021
Q1 		$5.92M Sell
31,111
-227
-0.7% -$39K 4.4% 4
2020
Q4 		$5.03M Buy
+31,338
New +$5.09M 4.06% 5

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

Berkeley Inc's LOW Position: Q2 2026 in Review

Berkeley Inc reduced its Lowe's Companies (LOW) stake by 0.82% in Q2 2026, selling an estimated $66.3K and leaving 35,439 shares worth $7.81M. The position accounts for 2.45% of the portfolio, ranked #17.

Berkeley Inc first reported a position in LOW in Q4 2020 and has held it in 23 quarters since. The position peaked at $23.8M in Q3 2024. 2,644 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Berkeley Inc held 35,439 shares of Lowe's Companies worth $7.81M as of Q2 2026.
  • Berkeley Inc sold 292 Lowe's Companies shares in Q2 2026, an estimated $66.3K.
  • Lowe's Companies made up 2.45% of Berkeley Inc's portfolio in Q2 2026, its #17 holding.
  • Berkeley Inc first reported a position in Lowe's Companies in Q4 2020 and has held it in 23 quarters since.
  • Berkeley Inc's Lowe's Companies position peaked at $23.8M in Q3 2024.
  • 2,644 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.