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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BKM Wealth Management's LOW Position: Q1 2026 in Review

BKM Wealth Management reduced its Lowe's Companies (LOW) stake by 7.9% in Q1 2026, selling an estimated $227K and leaving 10,095 shares worth $2.39M. The position accounts for 0.87% of the portfolio, ranked #33.

BKM Wealth Management first reported a position in LOW in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.86M in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

BKM Wealth Management held 10,095 shares of Lowe's Companies worth $2.39M as of Q1 2026.
BKM Wealth Management sold 869 Lowe's Companies shares in Q1 2026, an estimated $227K.
Lowe's Companies made up 0.87% of BKM Wealth Management's portfolio in Q1 2026, its #33 holding.
BKM Wealth Management first reported a position in Lowe's Companies in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's Lowe's Companies position peaked at $3.86M in Q3 2024.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.