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

Bernicke 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 		$1.18M Sell
5,340
-386
-7% -$87.7K 0.14% 49
2026
Q1 		$1.35M Sell
5,726
-108
-2% -$28.2K 0.17% 43
2025
Q4 		$1.41M Buy
+5,834
New +$1.4M 0.18% 41
2020
Q2 		$1.02M Sell
7,532
-4,144
-35% -$473K 0.75% 15
2020
Q1 		$1M Buy
11,676
+417
+4% +$45.6K 0.61% 26
2019
Q4 		$1.35M Buy
11,259
+145
+1% +$16.6K 0.75% 10
2019
Q3 		$1.22M Buy
11,114
+1,016
+10% +$107K 0.71% 12
2019
Q2 		$1.02M Buy
10,098
+586
+6% +$61.8K 0.61% 17
2019
Q1 		$1.04M Buy
9,512
+359
+4% +$35.8K 0.65% 17
2018
Q4 		$845K Buy
9,153
+498
+6% +$48K 0.58% 20
2018
Q3 		$994K Buy
8,655
+581
+7% +$60.5K 0.66% 16
2018
Q2 		$772K Buy
8,074
+1,278
+19% +$116K 0.54% 18
2018
Q1 		$596K Sell
6,796
-107
-2% -$10.1K 0.43% 32
2017
Q4 		$642K Buy
6,903
+555
+9% +$45.9K 0.48% 30
2017
Q3 		$507K Buy
6,348
+1,009
+19% +$77.3K 0.4% 36
2017
Q2 		$414K Buy
5,339
+1,934
+57% +$158K 0.33% 41
2017
Q1 		$280K Buy
+3,405
New +$261K 0.23% 38

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 $3.38T AUM 44.17% 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

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

Bernicke Wealth Management reduced its Lowe's Companies (LOW) stake by 6.7% in Q2 2026, selling an estimated $87.7K and leaving 5,340 shares worth $1.18M. The position accounts for 0.14% of the portfolio, ranked #49.

Bernicke Wealth Management first reported a position in LOW in Q1 2017 and has held it in 17 quarters since. The position peaked at $1.41M in Q4 2025. 2,657 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Bernicke Wealth Management held 5,340 shares of Lowe's Companies worth $1.18M as of Q2 2026.
  • Bernicke Wealth Management sold 386 Lowe's Companies shares in Q2 2026, an estimated $87.7K.
  • Lowe's Companies made up 0.14% of Bernicke Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Bernicke Wealth Management first reported a position in Lowe's Companies in Q1 2017 and has held it in 17 quarters since.
  • Bernicke Wealth Management's Lowe's Companies position peaked at $1.41M in Q4 2025.
  • 2,657 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.