BWL
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Bogart Wealth LLC’s Lowe's Companies LOW Stock Holding History

Bogart Wealth LLC’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 		$473K Buy
2,003
+127
+7% +$33.1K 0.02% 178
2025
Q4 		$452K Buy
1,876
+3
+0.2% +$720 0.02% 178
2025
Q3 		$471K Buy
1,873
+13
+0.7% +$3.19K 0.02% 168
2025
Q2 		$413K Buy
1,860
+55
+3% +$12.3K 0.02% 171
2025
Q1 		$421K Buy
1,805
+58
+3% +$14.3K 0.02% 166
2024
Q4 		$431K Buy
1,747
+43
+3% +$11.5K 0.02% 164
2024
Q3 		$461K Buy
1,704
+16
+0.9% +$3.88K 0.02% 157
2024
Q2 		$372K Buy
1,688
+3
+0.2% +$684 0.02% 164
2024
Q1 		$429K Buy
1,685
+9
+0.5% +$2.07K 0.02% 152
2023
Q4 		$373K Buy
1,676
+73
+5% +$14.8K 0.02% 159
2023
Q3 		$333K Buy
1,603
+3
+0.2% +$675 0.02% 161
2023
Q2 		$361K Sell
1,600
-97
-6% -$20.2K 0.02% 155
2023
Q1 		$339K Sell
1,697
-44
-3% -$8.94K 0.02% 148
2022
Q4 		$347K Buy
1,741
+64
+4% +$12.8K 0.02% 151
2022
Q3 		$315K Sell
1,677
-18
-1% -$3.51K 0.03% 147
2022
Q2 		$296K Sell
1,695
-7
-0.4% -$1.35K 0.03% 141
2022
Q1 		$344K Buy
1,702
+14
+0.8% +$3.22K 0.03% 135
2021
Q4 		$436K Sell
1,688
-28
-2% -$6.66K 0.04% 122
2021
Q3 		$348K Buy
1,716
+252
+17% +$50.2K 0.04% 126
2021
Q2 		$284K Buy
1,464
+1
+0.1% +$196 0.03% 134
2021
Q1 		$278K Buy
1,463
+313
+27% +$53.7K 0.04% 128
2020
Q4 		$184K Buy
1,150
+2
+0.2% +$325 0.03% 132
2020
Q3 		$190K Buy
1,148
+1
+0.1% +$154 0.04% 125
2020
Q2 		$155K Buy
1,147
+101
+10% +$11.5K 0.04% 124
2020
Q1 		$90K Buy
1,046
+2
+0.2% +$219 0.02% 139
2019
Q4 		$125K Sell
1,044
-55
-5% -$6.29K 0.04% 129
2019
Q3 		$121K Buy
1,099
+571
+108% +$60.3K 0.06% 111
2019
Q2 		$53K Buy
528
+7
+1% +$738 0.03% 144
2019
Q1 		$57K Hold
521
– – 0.03% 135
2018
Q4 		$48K Buy
521
+14
+3% +$1.35K 0.02% 150
2018
Q3 		$58K Hold
507
– – 0.03% 135
2018
Q2 		$48K Buy
507
+177
+54% +$16K 0.03% 150
2018
Q1 		$29K Sell
330
-16
-5% -$1.51K 0.02% 173
2017
Q4 		$32K Hold
346
– – 0.02% 167
2017
Q3 		$28K Buy
+346
New +$26.5K 0.02% 171

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

Bogart Wealth LLC's LOW Position: Q1 2026 in Review

Bogart Wealth LLC increased its Lowe's Companies (LOW) stake by 6.8% in Q1 2026, buying an estimated $33.1K and bringing the position to 2,003 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #178.

Bogart Wealth LLC first reported a position in LOW in Q3 2017 and has held it in 35 quarters since. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Bogart Wealth LLC held 2,003 shares of Lowe's Companies worth $473K as of Q1 2026.
  • Bogart Wealth LLC bought 127 Lowe's Companies shares in Q1 2026, an estimated $33.1K.
  • Lowe's Companies made up 0.02% of Bogart Wealth LLC's portfolio in Q1 2026, its #178 holding.
  • Bogart Wealth LLC first reported a position in Lowe's Companies in Q3 2017 and has held it in 35 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.