Bullock Wealth Management’s Lowe's Companies LOW Stock Holding History

Bullock Wealth Management’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	$1.22M	Sell	5,494 -309	-5%	-$70.2K	0.53%	45
2026 Q1	$1.37M	Sell	5,803 -361	-6%	-$94.2K	0.69%	28
2025 Q4	$1.49M	Buy	6,164 +370	+6%	+$88.8K	0.73%	28
2025 Q3	$1.44M	Sell	5,794 -17	-0.3%	-$4.18K	0.71%	26
2025 Q2	$1.33M	Sell	5,811 -8	-0.1%	-$1.78K	0.7%	28
2025 Q1	$1.36M	Buy	5,819 +5	+0.1%	+$1.23K	0.76%	24
2024 Q4	$1.44M	Buy	5,814 +210	+4%	+$56.1K	0.84%	20
2024 Q3	$1.53M	Buy	5,604 +175	+3%	+$42.4K	0.92%	19
2024 Q2	$1.16M	Sell	5,429 -137	-2%	-$31.3K	0.76%	20
2024 Q1	$1.39M	Buy	+5,566	New	+$1.28M	0.93%	16

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bullock Wealth Management's LOW Position: Q2 2026 in Review

Bullock Wealth Management reduced its Lowe's Companies (LOW) stake by 5.3% in Q2 2026, selling an estimated $70.2K and leaving 5,494 shares worth $1.22M. The position accounts for 0.53% of the portfolio, ranked #45.

Bullock Wealth Management first reported a position in LOW in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.53M in Q3 2024. 2,657 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Bullock Wealth Management held 5,494 shares of Lowe's Companies worth $1.22M as of Q2 2026.
Bullock Wealth Management sold 309 Lowe's Companies shares in Q2 2026, an estimated $70.2K.
Lowe's Companies made up 0.53% of Bullock Wealth Management's portfolio in Q2 2026, its #45 holding.
Bullock Wealth Management first reported a position in Lowe's Companies in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's Lowe's Companies position peaked at $1.53M in Q3 2024.
2,657 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.