Birchbrook’s Lowe's Companies LOW Stock Holding History

Birchbrook’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 Q3	$36.9K	Hold	200	–	–	0.02%	139
2026 Q2	$44.1K	Sell	200 -12	-6%	-$2.72K	0.02%	138
2026 Q1	$50.1K	Sell	212 -78	-27%	-$20.3K	0.02%	125
2025 Q4	$69.9K	Buy	290 +90	+45%	+$21.6K	0.03%	113
2025 Q3	$50.3K	Hold	200	–	–	0.03%	124
2025 Q2	$44.4K	Hold	200	–	–	0.02%	126
2025 Q1	$46.6K	Hold	200	–	–	0.03%	121
2024 Q4	$49.4K	Hold	200	–	–	0.03%	120
2024 Q3	$54.2K	Hold	200	–	–	0.03%	115
2024 Q2	$44.1K	Hold	200	–	–	0.03%	123
2024 Q1	$50.9K	Hold	200	–	–	0.03%	124
2023 Q4	$44.5K	Buy	+200	New	+$40.5K	0.03%	129

Other funds holding LOW

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Birchbrook's LOW Position: Q3 2026 in Review

Birchbrook held its Lowe's Companies (LOW) position steady in Q3 2026 at 200 shares worth $36.9K. The position accounts for 0.02% of the portfolio, ranked #139.

Birchbrook first reported a position in LOW in Q4 2023 and has held it in 12 quarters since. The position peaked at $69.9K in Q4 2025. 1,077 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

Birchbrook held 200 shares of Lowe's Companies worth $36.9K as of Q3 2026.
Birchbrook left its Lowe's Companies share count unchanged in Q3 2026.
Lowe's Companies made up 0.02% of Birchbrook's portfolio in Q3 2026, its #139 holding.
Birchbrook first reported a position in Lowe's Companies in Q4 2023 and has held it in 12 quarters since.
Birchbrook's Lowe's Companies position peaked at $69.9K in Q4 2025.
1,077 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.