BFG
LOW icon

Birch Financial Group’s Lowe's Companies LOW Stock Holding History

Birch Financial Group’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 		$342K Buy
1,550
+21
+1% +$4.77K 0.18% 100
2026
Q1 		$361K Sell
1,529
-8
-0.5% -$2.09K 0.21% 90
2025
Q4 		$371K Buy
1,537
+24
+2% +$5.76K 0.21% 89
2025
Q3 		$380K Buy
1,513
+226
+18% +$55.5K 0.22% 79
2025
Q2 		$286K Buy
1,287
+45
+4% +$10K 0.23% 82
2025
Q1 		$290K Buy
+1,242
New +$306K 0.26% 81

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Birch Financial Group's LOW Position: Q2 2026 in Review

Birch Financial Group increased its Lowe's Companies (LOW) stake by 1.4% in Q2 2026, buying an estimated $4.77K and bringing the position to 1,550 shares worth $342K. The position accounts for 0.18% of the portfolio, ranked #100.

Birch Financial Group first reported a position in LOW in Q1 2025 and has held it in 6 quarters since. The position peaked at $380K in Q3 2025. 1,703 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Birch Financial Group held 1,550 shares of Lowe's Companies worth $342K as of Q2 2026.
  • Birch Financial Group bought 21 Lowe's Companies shares in Q2 2026, an estimated $4.77K.
  • Lowe's Companies made up 0.18% of Birch Financial Group's portfolio in Q2 2026, its #100 holding.
  • Birch Financial Group first reported a position in Lowe's Companies in Q1 2025 and has held it in 6 quarters since.
  • Birch Financial Group's Lowe's Companies position peaked at $380K in Q3 2025.
  • 1,703 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.