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Bruce G. Allen Investments’s Lowe's Companies LOW Stock Holding History

Bruce G. Allen Investments’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 		$125K Sell
527
-120
-19% -$31.3K 0.08% 126
2025
Q4 		$156K Buy
647
+8
+1% +$1.92K 0.11% 105
2025
Q3 		$161K Buy
639
+2
+0.3% +$491 0.12% 95
2025
Q2 		$141K Sell
637
-16
-2% -$3.57K 0.11% 111
2025
Q1 		$152K Sell
653
-19
-3% -$4.67K 0.12% 99
2024
Q4 		$166K Buy
672
+18
+3% +$4.81K 0.13% 87
2024
Q3 		$177K Buy
654
+59
+10% +$14.3K 0.14% 91
2024
Q2 		$131K Buy
595
+73
+14% +$16.7K 0.11% 119
2024
Q1 		$133K Buy
522
+24
+5% +$5.52K 0.11% 119
2023
Q4 		$111K Buy
+498
New +$101K 0.1% 137

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

Bruce G. Allen Investments's LOW Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Lowe's Companies (LOW) stake by 19% in Q1 2026, selling an estimated $31.3K and leaving 527 shares worth $125K. The position accounts for 0.08% of the portfolio, ranked #126.

Bruce G. Allen Investments first reported a position in LOW in Q4 2023 and has held it in 10 quarters since. The position peaked at $177K in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Bruce G. Allen Investments held 527 shares of Lowe's Companies worth $125K as of Q1 2026.
  • Bruce G. Allen Investments sold 120 Lowe's Companies shares in Q1 2026, an estimated $31.3K.
  • Lowe's Companies made up 0.08% of Bruce G. Allen Investments's portfolio in Q1 2026, its #126 holding.
  • Bruce G. Allen Investments first reported a position in Lowe's Companies in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Lowe's Companies position peaked at $177K in Q3 2024.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.