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BHK Investment Advisors’s Lowe's Companies LOW Stock Holding History

BHK Investment Advisors’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 		$436K Sell
1,845
-125
-6% -$32.6K 0.15% 59
2025
Q4 		$475K Buy
1,970
+70
+4% +$16.8K 0.16% 56
2025
Q3 		$477K Hold
1,900
– – 0.18% 46
2025
Q2 		$421K Buy
1,900
+86
+5% +$19.2K 0.17% 48
2025
Q1 		$423K Sell
1,814
-40
-2% -$9.84K 0.18% 46
2024
Q4 		$458K Buy
1,854
+90
+5% +$24K 0.17% 46
2024
Q3 		$478K Sell
1,764
-507
-22% -$123K 0.18% 48
2024
Q2 		$501K Buy
2,271
+143
+7% +$32.6K 0.2% 40
2024
Q1 		$542K Buy
2,128
+950
+81% +$218K 0.21% 43
2023
Q4 		$262K Sell
1,178
-755
-39% -$153K 0.15% 48
2023
Q3 		$402K Sell
1,933
-449
-19% -$101K 0.18% 43
2023
Q2 		$538K Sell
2,382
-320
-12% -$66.6K 0.23% 37
2023
Q1 		$540K Buy
2,702
+540
+25% +$110K 0.24% 35
2022
Q4 		$431K Sell
2,162
-599
-22% -$120K 0.24% 37
2022
Q3 		$519K Sell
2,761
-5
-0.2% -$974 0.26% 31
2022
Q2 		$483K Buy
2,766
+310
+13% +$59.8K 0.22% 37
2022
Q1 		$497K Hold
2,456
– – 0.21% 34
2021
Q4 		$635K Sell
2,456
-34
-1% -$8.08K 0.25% 30
2021
Q3 		$505K Sell
2,490
-25
-1% -$4.98K 0.21% 32
2021
Q2 		$488K Buy
2,515
+176
+8% +$34.4K 0.2% 34
2021
Q1 		$375K Hold
2,339
– – 0.17% 39
2020
Q4 		$375K Buy
2,339
+275
+13% +$44.7K 0.18% 37
2020
Q3 		$342K Buy
2,064
+1
+0% +$154 0.19% 40
2020
Q2 		$279K Buy
+2,063
New +$236K 0.16% 46
2020
Q1 		– Sell
-2,297
Closed -$275K – 58
2019
Q4 		$275K Buy
2,297
+116
+5% +$13.3K 0.16% 52
2019
Q3 		$240K Buy
2,181
+186
+9% +$19.6K 0.14% 72
2019
Q2 		$201K Buy
1,995
+79
+4% +$8.33K 0.11% 84
2019
Q1 		$210K Buy
+1,916
New +$191K 0.13% 84
2018
Q4 		– Sell
-1,913
Closed -$220K – 75
2018
Q3 		$220K Buy
+1,913
New +$199K 0.15% 72

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BHK Investment Advisors's LOW Position: Q1 2026 in Review

BHK Investment Advisors reduced its Lowe's Companies (LOW) stake by 6.3% in Q1 2026, selling an estimated $32.6K and leaving 1,845 shares worth $436K. The position accounts for 0.15% of the portfolio, ranked #59.

BHK Investment Advisors first reported a position in LOW in Q3 2018 and has held it in 29 quarters since. The position peaked at $635K in Q4 2021. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • BHK Investment Advisors held 1,845 shares of Lowe's Companies worth $436K as of Q1 2026.
  • BHK Investment Advisors sold 125 Lowe's Companies shares in Q1 2026, an estimated $32.6K.
  • Lowe's Companies made up 0.15% of BHK Investment Advisors's portfolio in Q1 2026, its #59 holding.
  • BHK Investment Advisors first reported a position in Lowe's Companies in Q3 2018 and has held it in 29 quarters since.
  • BHK Investment Advisors's Lowe's Companies position peaked at $635K in Q4 2021.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on BHK Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.