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BSW Wealth Partners’s Lowe's Companies LOW Stock Holding History

BSW Wealth Partners’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 		$629K Sell
2,851
-951
-25% -$216K 0.07% 153
2026
Q1 		$898K Buy
3,802
+631
+20% +$165K 0.11% 108
2025
Q4 		$765K Sell
3,171
-719
-18% -$173K 0.09% 126
2025
Q3 		$978K Buy
3,890
+1,307
+51% +$321K 0.12% 98
2025
Q2 		$573K Buy
2,583
+57
+2% +$12.7K 0.08% 142
2025
Q1 		$589K Buy
2,526
+359
+17% +$88.3K 0.09% 135
2024
Q4 		$535K Sell
2,167
-44
-2% -$11.8K 0.08% 148
2024
Q3 		$599K Buy
2,211
+482
+28% +$117K 0.09% 129
2024
Q2 		$381K Sell
1,729
-43
-2% -$9.81K 0.06% 170
2024
Q1 		$451K Buy
1,772
+31
+2% +$7.13K 0.08% 148
2023
Q4 		$387K Sell
1,741
-24
-1% -$4.87K 0.08% 154
2023
Q3 		$367K Buy
1,765
+53
+3% +$11.9K 0.08% 143
2023
Q2 		$386K Sell
1,712
-9
-0.5% -$1.87K 0.08% 146
2023
Q1 		$344K Buy
1,721
+26
+2% +$5.28K 0.07% 199
2022
Q4 		$338K Sell
1,695
-126
-7% -$25.2K 0.07% 191
2022
Q3 		$342K Buy
1,821
+38
+2% +$7.4K 0.08% 154
2022
Q2 		$312K Sell
1,783
-16
-0.9% -$3.08K 0.07% 182
2022
Q1 		$364K Buy
1,799
+234
+15% +$53.8K 0.09% 170
2021
Q4 		$405K Buy
1,565
+71
+5% +$16.9K 0.1% 146
2021
Q3 		$303K Sell
1,494
-113
-7% -$22.5K 0.08% 181
2021
Q2 		$312K Sell
1,607
-236
-13% -$46.2K 0.09% 167
2021
Q1 		$351K Sell
1,843
-571
-24% -$98K 0.1% 122
2020
Q4 		$387K Buy
2,414
+587
+32% +$95.3K 0.12% 102
2020
Q3 		$303K Sell
1,827
-336
-16% -$51.7K 0.11% 101
2020
Q2 		$292K Buy
+2,163
New +$247K 0.1% 108

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BSW Wealth Partners's LOW Position: Q2 2026 in Review

BSW Wealth Partners reduced its Lowe's Companies (LOW) stake by 25% in Q2 2026, selling an estimated $216K and leaving 2,851 shares worth $629K. The position accounts for 0.07% of the portfolio, ranked #153.

BSW Wealth Partners first reported a position in LOW in Q2 2020 and has held it in 25 quarters since. The position peaked at $978K in Q3 2025. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • BSW Wealth Partners held 2,851 shares of Lowe's Companies worth $629K as of Q2 2026.
  • BSW Wealth Partners sold 951 Lowe's Companies shares in Q2 2026, an estimated $216K.
  • Lowe's Companies made up 0.07% of BSW Wealth Partners's portfolio in Q2 2026, its #153 holding.
  • BSW Wealth Partners first reported a position in Lowe's Companies in Q2 2020 and has held it in 25 quarters since.
  • BSW Wealth Partners's Lowe's Companies position peaked at $978K in Q3 2025.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.