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Blue Rock Wealth Management’s Lowe's Companies LOW Stock Holding History

Blue Rock 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 		$856K Sell
3,623
-400
-10% -$104K 0.54% 33
2025
Q4 		$970K Hold
4,023
– – 0.6% 29
2025
Q3 		$1.01M Hold
4,023
– – 0.63% 29
2025
Q2 		$893K Sell
4,023
-50
-1% -$11.2K 0.62% 30
2025
Q1 		$950K Buy
4,073
+50
+1% +$12.3K 0.8% 30
2024
Q4 		$993K Buy
+4,023
New +$1.07M 1.04% 22

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blue Rock Wealth Management's LOW Position: Q1 2026 in Review

Blue Rock Wealth Management reduced its Lowe's Companies (LOW) stake by 9.9% in Q1 2026, selling an estimated $104K and leaving 3,623 shares worth $856K. The position accounts for 0.54% of the portfolio, ranked #33.

Blue Rock Wealth Management first reported a position in LOW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q3 2025. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Blue Rock Wealth Management held 3,623 shares of Lowe's Companies worth $856K as of Q1 2026.
  • Blue Rock Wealth Management sold 400 Lowe's Companies shares in Q1 2026, an estimated $104K.
  • Lowe's Companies made up 0.54% of Blue Rock Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Blue Rock Wealth Management first reported a position in Lowe's Companies in Q4 2024 and has held it in 6 quarters since.
  • Blue Rock Wealth Management's Lowe's Companies position peaked at $1.01M in Q3 2025.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.