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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
Q3 		$295K Sell
1,599
-2
-0.1% -$415 0.09% 49
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

HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Burkett Financial Services's LOW Position: Q3 2026 in Review

Burkett Financial Services reduced its Lowe's Companies (LOW) stake by 0.12% in Q3 2026, selling an estimated $415 and leaving 1,599 shares worth $295K. The position accounts for 0.09% of the portfolio, ranked #49.

Burkett Financial Services first reported a position in LOW in Q4 2023 and has held it in 12 quarters since. The position peaked at $548K in Q3 2025. 123 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Burkett Financial Services held 1,599 shares of Lowe's Companies worth $295K as of Q3 2026.
  • Burkett Financial Services sold 2 Lowe's Companies shares in Q3 2026, an estimated $415.
  • Lowe's Companies made up 0.09% of Burkett Financial Services's portfolio in Q3 2026, its #49 holding.
  • Burkett Financial Services first reported a position in Lowe's Companies in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Lowe's Companies position peaked at $548K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.