BKM Wealth Management
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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
Q3 		$1.7M Buy
9,220
+26
+0.3% +$5.4K 0.55% 54
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

Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Davenport & Co
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
Hardin Capital Partners
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

BKM Wealth Management's LOW Position: Q3 2026 in Review

BKM Wealth Management increased its Lowe's Companies (LOW) stake by 0.28% in Q3 2026, buying an estimated $5.4K and bringing the position to 9,220 shares worth $1.7M. The position accounts for 0.55% of the portfolio, ranked #54.

BKM Wealth Management first reported a position in LOW in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.86M in Q3 2024. 967 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • BKM Wealth Management held 9,220 shares of Lowe's Companies worth $1.7M as of Q3 2026.
  • BKM Wealth Management bought 26 Lowe's Companies shares in Q3 2026, an estimated $5.4K.
  • Lowe's Companies made up 0.55% of BKM Wealth Management's portfolio in Q3 2026, its #54 holding.
  • BKM Wealth Management first reported a position in Lowe's Companies in Q4 2023 and has held it in 12 quarters since.
  • BKM Wealth Management's Lowe's Companies position peaked at $3.86M in Q3 2024.
  • 967 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.