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Burkett Financial Services’s Lowe's Companies LOW Stock Holding History

Burkett Financial Services’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 		$353K Buy
1,601
+8
+0.5% +$1.82K 0.11% 41
2026
Q1 		$376K Sell
1,593
-298
-16% -$77.7K 0.13% 40
2025
Q4 		$456K Sell
1,891
-289
-13% -$69.4K 0.16% 39
2025
Q3 		$548K Buy
2,180
+488
+29% +$120K 0.19% 35
2025
Q2 		$375K Buy
1,692
+8
+0.5% +$1.78K 0.14% 40
2025
Q1 		$393K Buy
1,684
+8
+0.5% +$1.97K 0.16% 37
2024
Q4 		$414K Sell
1,676
-43
-3% -$11.5K 0.17% 37
2024
Q3 		$466K Buy
1,719
+31
+2% +$7.51K 0.19% 34
2024
Q2 		$372K Sell
1,688
-2
-0.1% -$456 0.19% 34
2024
Q1 		$430K Buy
1,690
+9
+0.5% +$2.07K 0.22% 32
2023
Q4 		$374K Buy
+1,681
New +$341K 0.21% 35

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

Burkett Financial Services's LOW Position: Q2 2026 in Review

Burkett Financial Services increased its Lowe's Companies (LOW) stake by 0.5% in Q2 2026, buying an estimated $1.82K and bringing the position to 1,601 shares worth $353K. The position accounts for 0.11% of the portfolio, ranked #41.

Burkett Financial Services first reported a position in LOW in Q4 2023 and has held it in 11 quarters since. The position peaked at $548K in Q3 2025. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Burkett Financial Services held 1,601 shares of Lowe's Companies worth $353K as of Q2 2026.
  • Burkett Financial Services bought 8 Lowe's Companies shares in Q2 2026, an estimated $1.82K.
  • Lowe's Companies made up 0.11% of Burkett Financial Services's portfolio in Q2 2026, its #41 holding.
  • Burkett Financial Services first reported a position in Lowe's Companies in Q4 2023 and has held it in 11 quarters since.
  • Burkett Financial Services's Lowe's Companies position peaked at $548K in Q3 2025.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.