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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
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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Burling Wealth Partners's LOW Position: Q1 2026 in Review

Burling Wealth Partners reduced its Lowe's Companies (LOW) stake by 4.7% in Q1 2026, selling an estimated $45.1K and leaving 3,489 shares worth $824K. The position accounts for 0.13% of the portfolio, ranked #101.

Burling Wealth Partners first reported a position in LOW in Q4 2024 and has held it in 6 quarters since. The position peaked at $883K in Q4 2025. 2,682 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Burling Wealth Partners held 3,489 shares of Lowe's Companies worth $824K as of Q1 2026.
  • Burling Wealth Partners sold 173 Lowe's Companies shares in Q1 2026, an estimated $45.1K.
  • Lowe's Companies made up 0.13% of Burling Wealth Partners's portfolio in Q1 2026, its #101 holding.
  • Burling Wealth Partners first reported a position in Lowe's Companies in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's Lowe's Companies position peaked at $883K in Q4 2025.
  • 2,682 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.