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

BKM 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 		$2.03M Sell
9,194
-901
-9% -$205K 0.72% 39
2026
Q1 		$2.39M Sell
10,095
-869
-8% -$227K 0.87% 33
2025
Q4 		$2.64M Sell
10,964
-4,398
-29% -$1.06M 0.97% 29
2025
Q3 		$3.86M Buy
15,362
+11
+0.1% +$2.7K 1.42% 18
2025
Q2 		$3.41M Buy
15,351
+49
+0.3% +$10.9K 1.33% 18
2025
Q1 		$3.57M Buy
15,302
+1,165
+8% +$287K 1.47% 16
2024
Q4 		$3.49M Sell
14,137
-127
-0.9% -$33.9K 1.43% 17
2024
Q3 		$3.86M Buy
14,264
+3,783
+36% +$916K 1.57% 15
2024
Q2 		$2.31M Sell
10,481
-2,760
-21% -$630K 1.11% 21
2024
Q1 		$3.37M Sell
13,241
-55
-0.4% -$12.6K 1.45% 15
2023
Q4 		$2.96M Buy
+13,296
New +$2.7M 1.26% 15

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

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

BKM Wealth Management reduced its Lowe's Companies (LOW) stake by 8.9% in Q2 2026, selling an estimated $205K and leaving 9,194 shares worth $2.03M. The position accounts for 0.72% of the portfolio, ranked #39.

BKM Wealth Management first reported a position in LOW in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.86M in Q3 2024. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • BKM Wealth Management held 9,194 shares of Lowe's Companies worth $2.03M as of Q2 2026.
  • BKM Wealth Management sold 901 Lowe's Companies shares in Q2 2026, an estimated $205K.
  • Lowe's Companies made up 0.72% of BKM Wealth Management's portfolio in Q2 2026, its #39 holding.
  • BKM Wealth Management first reported a position in Lowe's Companies in Q4 2023 and has held it in 11 quarters since.
  • BKM Wealth Management's Lowe's Companies position peaked at $3.86M in Q3 2024.
  • 2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.