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Beverly Hills Private Wealth’s Lowe's Companies LOW Stock Holding History

Beverly Hills Private Wealth’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 		$1.19M Sell
5,406
-8,170
-60% -$1.86M 0.23% 98
2026
Q1 		$3.21M Sell
13,576
-999
-7% -$261K 0.53% 55
2025
Q4 		$3.51M Sell
14,575
-411
-3% -$98.7K 0.6% 45
2025
Q3 		$3.77M Sell
14,986
-583
-4% -$143K 0.66% 39
2025
Q2 		$3.45M Sell
15,569
-628
-4% -$140K 0.65% 42
2025
Q1 		$3.78M Sell
16,197
-566
-3% -$139K 0.75% 31
2024
Q4 		$4.14M Sell
16,763
-318
-2% -$84.9K 0.84% 27
2024
Q3 		$4.63M Sell
17,081
-3,110
-15% -$753K 0.93% 22
2024
Q2 		$4.45M Sell
20,191
-654
-3% -$149K 0.97% 21
2024
Q1 		$5.31M Sell
20,845
-1,802
-8% -$414K 1.23% 10
2023
Q4 		$5.04M Sell
22,647
-872
-4% -$177K 1.32% 12
2023
Q3 		$4.89M Sell
23,519
-24,803
-51% -$5.58M 1.45% 10
2023
Q2 		$10.8M Buy
48,322
+24,047
+99% +$5M 1.77% 5
2023
Q1 		$4.85M Buy
24,275
+3,513
+17% +$714K 1.51% 10
2022
Q4 		$4.14M Buy
+20,762
New +$4.15M 1.81% 6

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

Beverly Hills Private Wealth's LOW Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Lowe's Companies (LOW) stake by 60% in Q2 2026, selling an estimated $1.86M and leaving 5,406 shares worth $1.19M. The position accounts for 0.23% of the portfolio, ranked #98.

Beverly Hills Private Wealth first reported a position in LOW in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.8M in Q2 2023. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Beverly Hills Private Wealth held 5,406 shares of Lowe's Companies worth $1.19M as of Q2 2026.
  • Beverly Hills Private Wealth sold 8,170 Lowe's Companies shares in Q2 2026, an estimated $1.86M.
  • Lowe's Companies made up 0.23% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #98 holding.
  • Beverly Hills Private Wealth first reported a position in Lowe's Companies in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Lowe's Companies position peaked at $10.8M in Q2 2023.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.