Brandywine Oak Private Wealth
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Brandywine Oak Private Wealth’s Lowe's Companies LOW Stock Holding History

Brandywine Oak Private Wealth’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 		$548K Sell
2,972
-180
-6% -$37.4K 0.04% 147
2026
Q2 		$695K Sell
3,152
-2
-0.1% -$454 0.05% 135
2026
Q1 		$745K Buy
3,154
+172
+6% +$44.9K 0.06% 127
2025
Q4 		$719K Hold
2,982
– – 0.06% 129
2025
Q3 		$749K Sell
2,982
-16
-0.5% -$3.93K 0.07% 125
2025
Q2 		$665K Hold
2,998
– – 0.06% 127
2025
Q1 		$699K Sell
2,998
-9
-0.3% -$2.21K 0.07% 125
2024
Q4 		$742K Sell
3,007
-50
-2% -$13.4K 0.07% 119
2024
Q3 		$828K Buy
3,057
+56
+2% +$13.6K 0.08% 114
2024
Q2 		$662K Sell
3,001
-1
-0% -$228 0.07% 122
2024
Q1 		$765K Sell
3,002
-12
-0.4% -$2.76K 0.08% 112
2023
Q4 		$671K Sell
3,014
-47
-2% -$9.5K 0.07% 122
2023
Q3 		$636K Sell
3,061
-2
-0.1% -$450 0.07% 122
2023
Q2 		$691K Sell
3,063
-31
-1% -$6.45K 0.08% 129
2023
Q1 		$619K Sell
3,094
-80
-3% -$16.3K 0.07% 138
2022
Q4 		$632K Sell
3,174
-243
-7% -$48.6K 0.08% 136
2022
Q3 		$641K Sell
3,417
-75
-2% -$14.6K 0.09% 133
2022
Q2 		$609K Sell
3,492
-2
-0.1% -$386 0.08% 148
2022
Q1 		$706K Sell
3,494
-83
-2% -$19.1K 0.08% 153
2021
Q4 		$924K Sell
3,577
-142
-4% -$33.8K 0.1% 140
2021
Q3 		$754K Sell
3,719
-70
-2% -$14K 0.09% 155
2021
Q2 		$734K Buy
+3,789
New +$741K 0.09% 156
2019
Q1 		– Sell
-664
Closed -$61K – 444
2018
Q4 		$61K Buy
+664
New +$64K 0.01% 336

Other funds holding LOW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Brandywine Oak Private Wealth's LOW Position: Q3 2026 in Review

Brandywine Oak Private Wealth reduced its Lowe's Companies (LOW) stake by 5.7% in Q3 2026, selling an estimated $37.4K and leaving 2,972 shares worth $548K. The position accounts for 0.04% of the portfolio, ranked #147.

Brandywine Oak Private Wealth first reported a position in LOW in Q4 2018 and has held it in 23 quarters since. The position peaked at $924K in Q4 2021. 2,195 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Brandywine Oak Private Wealth held 2,972 shares of Lowe's Companies worth $548K as of Q3 2026.
  • Brandywine Oak Private Wealth sold 180 Lowe's Companies shares in Q3 2026, an estimated $37.4K.
  • Lowe's Companies made up 0.04% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #147 holding.
  • Brandywine Oak Private Wealth first reported a position in Lowe's Companies in Q4 2018 and has held it in 23 quarters since.
  • Brandywine Oak Private Wealth's Lowe's Companies position peaked at $924K in Q4 2021.
  • 2,195 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.