Bernard Wealth Management’s Lowe's Companies LOW Stock Holding History

Bernard Wealth 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 Q2	$539K	Sell	2,443 -2,061	-46%	-$468K	0.2%	44
2026 Q1	$1.06M	Buy	4,504 +169	+4%	+$44.1K	0.45%	34
2025 Q4	$1.05M	Buy	4,335 +43	+1%	+$10.3K	0.42%	35
2025 Q3	$1.08M	Sell	4,292 -180	-4%	-$44.2K	0.45%	34
2025 Q2	$992K	Buy	4,472 +191	+4%	+$42.6K	0.46%	35
2025 Q1	$999K	Buy	4,281 +16	+0.4%	+$3.94K	0.49%	34
2024 Q4	$1.05M	Buy	+4,265	New	+$1.14M	0.5%	34

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bernard Wealth Management's LOW Position: Q2 2026 in Review

Bernard Wealth Management reduced its Lowe's Companies (LOW) stake by 46% in Q2 2026, selling an estimated $468K and leaving 2,443 shares worth $539K. The position accounts for 0.2% of the portfolio, ranked #44.

Bernard Wealth Management first reported a position in LOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q3 2025. 2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Bernard Wealth Management held 2,443 shares of Lowe's Companies worth $539K as of Q2 2026.
Bernard Wealth Management sold 2,061 Lowe's Companies shares in Q2 2026, an estimated $468K.
Lowe's Companies made up 0.2% of Bernard Wealth Management's portfolio in Q2 2026, its #44 holding.
Bernard Wealth Management first reported a position in Lowe's Companies in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's Lowe's Companies position peaked at $1.08M in Q3 2025.
2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.