Brendel Financial Advisors’s Lowe's Companies LOW Stock Holding History

Brendel Financial Advisors’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	$251K	Hold	1,139	–	–	0.12%	90
2026 Q1	$269K	Hold	1,139	–	–	0.13%	81
2025 Q4	$275K	Hold	1,139	–	–	0.14%	82
2025 Q3	$286K	Hold	1,139	–	–	0.15%	83
2025 Q2	$253K	Hold	1,139	–	–	0.14%	91
2025 Q1	$266K	Hold	1,139	–	–	0.16%	81
2024 Q4	$281K	Hold	1,139	–	–	0.17%	74
2024 Q3	$308K	Sell	1,139 -376	-25%	-$91.1K	0.17%	78
2024 Q2	$334K	Buy	+1,515	New	+$346K	0.21%	72
2024 Q1	–	Sell	-15,446	Closed	-$3.44M	–	81
2023 Q4	$3.44M	Buy	+15,446	New	+$3.13M	2.25%	10
2023 Q2	–	Sell	-9,081	Closed	-$1.82M	–	76
2023 Q1	$1.82M	Buy	+9,081	New	+$1.84M	1.34%	31
2022 Q2	–	Sell	-1,169	Closed	-$236K	–	108
2022 Q1	$236K	Sell	1,169 -19,265	-94%	-$4.43M	0.13%	101
2021 Q4	$5.28M	Buy	+20,434	New	+$4.86M	2.74%	5
2021 Q3	–	Sell	-19,415	Closed	-$3.77M	–	186
2021 Q2	$3.77M	Sell	19,415 -401	-2%	-$78.5K	2.07%	13
2021 Q1	$3.77M	Buy	19,816 +18,102	+1,056%	+$3.11M	2.52%	10
2020 Q4	$275K	Sell	1,714 -16,564	-91%	-$2.69M	0.19%	74
2020 Q3	$3.03M	Sell	18,278 -2,008	-10%	-$309K	2.43%	14
2020 Q2	$2.74M	Buy	+20,286	New	+$2.32M	2.36%	14

Other funds holding LOW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Brendel Financial Advisors's LOW Position: Q2 2026 in Review

Brendel Financial Advisors held its Lowe's Companies (LOW) position steady in Q2 2026 at 1,139 shares worth $251K. The position accounts for 0.12% of the portfolio, ranked #90.

Brendel Financial Advisors first reported a position in LOW in Q2 2020 and has held it in 18 quarters since. The position peaked at $5.28M in Q4 2021. 1,335 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Brendel Financial Advisors held 1,139 shares of Lowe's Companies worth $251K as of Q2 2026.
Brendel Financial Advisors left its Lowe's Companies share count unchanged in Q2 2026.
Lowe's Companies made up 0.12% of Brendel Financial Advisors's portfolio in Q2 2026, its #90 holding.
Brendel Financial Advisors first reported a position in Lowe's Companies in Q2 2020 and has held it in 18 quarters since.
Brendel Financial Advisors's Lowe's Companies position peaked at $5.28M in Q4 2021.
1,335 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.