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Brogan Financial’s Lowe's Companies LOW Stock Holding History

Brogan Financial’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 		$296K Buy
1,253
+4
+0.3% +$1.04K 0.13% 46
2025
Q4 		$301K Buy
1,249
+6
+0.5% +$1.44K 0.13% 45
2025
Q3 		$312K Buy
1,243
+6
+0.5% +$1.47K 0.13% 49
2025
Q2 		$274K Sell
1,237
-404
-25% -$90.2K 0.12% 53
2025
Q1 		$383K Buy
1,641
+416
+34% +$102K 0.19% 38
2024
Q4 		$302K Buy
1,225
+2
+0.2% +$534 0.15% 43
2024
Q3 		$331K Buy
1,223
+9
+0.7% +$2.18K 0.19% 42
2024
Q2 		$268K Buy
+1,214
New +$277K 0.17% 40

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

Brogan Financial's LOW Position: Q1 2026 in Review

Brogan Financial increased its Lowe's Companies (LOW) stake by 0.32% in Q1 2026, buying an estimated $1.04K and bringing the position to 1,253 shares worth $296K. The position accounts for 0.13% of the portfolio, ranked #46.

Brogan Financial first reported a position in LOW in Q2 2024 and has held it in 8 quarters since. The position peaked at $383K in Q1 2025. 2,683 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Brogan Financial held 1,253 shares of Lowe's Companies worth $296K as of Q1 2026.
  • Brogan Financial bought 4 Lowe's Companies shares in Q1 2026, an estimated $1.04K.
  • Lowe's Companies made up 0.13% of Brogan Financial's portfolio in Q1 2026, its #46 holding.
  • Brogan Financial first reported a position in Lowe's Companies in Q2 2024 and has held it in 8 quarters since.
  • Brogan Financial's Lowe's Companies position peaked at $383K in Q1 2025.
  • 2,683 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.