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

Burling 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 		$669K Sell
3,034
-455
-13% -$103K 0.1% 114
2026
Q1 		$824K Sell
3,489
-173
-5% -$45.1K 0.13% 101
2025
Q4 		$883K Buy
3,662
+1,110
+43% +$267K 0.14% 102
2025
Q3 		$641K Sell
2,552
-410
-14% -$101K 0.11% 116
2025
Q2 		$657K Buy
2,962
+1,134
+62% +$253K 0.12% 111
2025
Q1 		$426K Sell
1,828
-60
-3% -$14.8K 0.09% 125
2024
Q4 		$466K Buy
+1,888
New +$504K 0.1% 123

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 $3.38T AUM 44.17% 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

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

Burling Wealth Partners reduced its Lowe's Companies (LOW) stake by 13% in Q2 2026, selling an estimated $103K and leaving 3,034 shares worth $669K. The position accounts for 0.1% of the portfolio, ranked #114.

Burling Wealth Partners first reported a position in LOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $883K in Q4 2025. 2,657 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Burling Wealth Partners held 3,034 shares of Lowe's Companies worth $669K as of Q2 2026.
  • Burling Wealth Partners sold 455 Lowe's Companies shares in Q2 2026, an estimated $103K.
  • Lowe's Companies made up 0.1% of Burling Wealth Partners's portfolio in Q2 2026, its #114 holding.
  • Burling Wealth Partners first reported a position in Lowe's Companies in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's Lowe's Companies position peaked at $883K in Q4 2025.
  • 2,657 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.