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

Bleakley 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 		$2.77M Sell
12,542
-686
-5% -$156K 0.04% 393
2026
Q1 		$3.13M Sell
13,228
-86
-0.6% -$22.4K 0.05% 290
2025
Q4 		$3.21M Buy
13,314
+1,911
+17% +$459K 0.06% 267
2025
Q3 		$2.87M Buy
11,403
+187
+2% +$45.9K 0.07% 242
2025
Q2 		$2.49M Buy
11,216
+160
+1% +$35.7K 0.06% 251
2025
Q1 		$2.58M Buy
11,056
+167
+2% +$41.1K 0.08% 208
2024
Q4 		$2.69M Buy
10,889
+7
+0.1% +$1.87K 0.08% 207
2024
Q3 		$2.95M Buy
10,882
+221
+2% +$53.5K 0.09% 188
2024
Q2 		$2.35M Sell
10,661
-51
-0.5% -$11.6K 0.07% 255
2024
Q1 		$2.73M Buy
10,712
+890
+9% +$205K 0.08% 239
2023
Q4 		$2.19M Sell
9,822
-551
-5% -$112K 0.07% 264
2023
Q3 		$2.16M Sell
10,373
-1,391
-12% -$313K 0.08% 238
2023
Q2 		$2.66M Buy
11,764
+548
+5% +$114K 0.08% 209
2023
Q1 		$2.24M Sell
11,216
-231
-2% -$46.9K 0.07% 228
2022
Q4 		$2.28M Buy
+11,447
New +$2.29M 0.08% 223

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

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

Bleakley Financial Group reduced its Lowe's Companies (LOW) stake by 5.2% in Q2 2026, selling an estimated $156K and leaving 12,542 shares worth $2.77M. The position accounts for 0.04% of the portfolio, ranked #393.

Bleakley Financial Group first reported a position in LOW in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.21M in Q4 2025. 1,703 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Bleakley Financial Group held 12,542 shares of Lowe's Companies worth $2.77M as of Q2 2026.
  • Bleakley Financial Group sold 686 Lowe's Companies shares in Q2 2026, an estimated $156K.
  • Lowe's Companies made up 0.04% of Bleakley Financial Group's portfolio in Q2 2026, its #393 holding.
  • Bleakley Financial Group first reported a position in Lowe's Companies in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Lowe's Companies position peaked at $3.21M in Q4 2025.
  • 1,703 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.