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

Berkshire 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 Q1	$35.8M	Buy	151,353 +347	+0.2%	+$90.5K	1.53%	29
2025 Q4	$36.4M	Sell	151,006 -888	-0.6%	-$213K	1.6%	26
2025 Q3	$38.2M	Buy	151,894 +457	+0.3%	+$112K	1.62%	26
2025 Q2	$33.6M	Sell	151,437 -683	-0.4%	-$152K	1.52%	31
2025 Q1	$34.1M	Buy	152,120 +3,357	+2%	+$826K	1.64%	27
2024 Q4	$39M	Sell	148,763 -4,644	-3%	-$1.24M	1.84%	19
2024 Q3	$33.8M	Hold	153,407	–	–	1.72%	20
2024 Q2	$33.8M	Buy	153,407 +8,548	+6%	+$1.95M	1.69%	21
2024 Q1	$36.9M	Sell	144,859 -1,983	-1%	-$456K	1.95%	16
2023 Q4	$32.7M	Buy	146,842 +4,314	+3%	+$874K	1.86%	19
2023 Q3	$29.6M	Sell	142,528 -1,006	-0.7%	-$226K	1.85%	21
2023 Q2	$32.4M	Buy	143,534 +2,680	+2%	+$557K	1.92%	21
2023 Q1	$28.2M	Buy	+140,854	New	+$28.6M	1.74%	27
2022 Q4	–	Sell	-7,721	Closed	-$1.45M	–	185
2022 Q3	$1.45M	Buy	7,721 +93	+1%	+$18.1K	0.1%	86
2022 Q2	$1.33M	Buy	+7,628	New	+$1.47M	0.09%	98
2022 Q1	–	Sell	-7,543	Closed	-$1.95M	–	227
2021 Q4	$1.95M	Sell	7,543 -70	-0.9%	-$16.6K	0.12%	89
2021 Q3	$1.54M	Buy	7,613 +284	+4%	+$56.6K	0.1%	102
2021 Q2	$1.42M	Sell	7,329 -614	-8%	-$120K	0.1%	103
2021 Q1	$1.51M	Buy	7,943 +793	+11%	+$136K	0.11%	93
2020 Q4	$1.15M	Buy	7,150 +757	+12%	+$123K	0.09%	103
2020 Q3	$1.06M	Buy	6,393 +780	+14%	+$120K	0.1%	87
2020 Q2	$758K	Sell	5,613 -341	-6%	-$38.9K	0.07%	98
2020 Q1	$512K	Sell	5,954 -165	-3%	-$18K	0.05%	130
2019 Q4	$733K	Sell	6,119 -1,308	-18%	-$150K	0.06%	109
2019 Q3	$817K	Buy	7,427 +1,272	+21%	+$134K	0.07%	116
2019 Q2	$621K	Sell	6,155 -64	-1%	-$6.75K	0.05%	125
2019 Q1	$681K	Sell	6,219 -868	-12%	-$86.6K	0.06%	132
2018 Q4	$655K	Buy	7,087 +20	+0.3%	+$1.93K	0.06%	125
2018 Q3	$811K	Buy	7,067 +314	+5%	+$32.7K	0.07%	123
2018 Q2	$645K	Buy	6,753 +316	+5%	+$28.6K	0.06%	123
2018 Q1	$565K	Buy	6,437 +18	+0.3%	+$1.7K	0.05%	126
2017 Q4	$597K	Buy	6,419 +1,777	+38%	+$147K	0.06%	126
2017 Q3	$371K	Buy	4,642 +1,213	+35%	+$92.9K	0.04%	147
2017 Q2	$266K	Sell	3,429 -57	-2%	-$4.66K	0.03%	172
2017 Q1	$287K	Buy	3,486 +486	+16%	+$37.2K	0.03%	162
2016 Q4	$213K	Buy	3,000 +224	+8%	+$15.8K	0.03%	171
2016 Q3	$200K	Buy	+2,776	New	+$216K	0.03%	172

Other funds holding LOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berkshire Asset Management's LOW Position: Q1 2026 in Review

Berkshire Asset Management increased its Lowe's Companies (LOW) stake by 0.23% in Q1 2026, buying an estimated $90.5K and bringing the position to 151,353 shares worth $35.8M. The position accounts for 1.53% of the portfolio, ranked #29.

Berkshire Asset Management first reported a position in LOW in Q3 2016 and has held it in 37 quarters since. The position peaked at $39M in Q4 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Berkshire Asset Management held 151,353 shares of Lowe's Companies worth $35.8M as of Q1 2026.
Berkshire Asset Management bought 347 Lowe's Companies shares in Q1 2026, an estimated $90.5K.
Lowe's Companies made up 1.53% of Berkshire Asset Management's portfolio in Q1 2026, its #29 holding.
Berkshire Asset Management first reported a position in Lowe's Companies in Q3 2016 and has held it in 37 quarters since.
Berkshire Asset Management's Lowe's Companies position peaked at $39M in Q4 2024.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.