Burton Enright Welch’s Lowe's Companies LOW Stock Holding History

Burton Enright Welch’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	–	Sell	-833	Closed	-$201K	–	138
2025 Q4	$201K	Buy	833 +33	+4%	+$7.92K	0.03%	127
2025 Q3	$201K	Buy	+800	New	+$197K	0.03%	127

Other funds holding LOW

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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Burton Enright Welch's LOW Position: Q1 2026 in Review

Burton Enright Welch sold out of Lowe's Companies (LOW) in Q1 2026, closing a stake of 833 shares — an estimated $201K sold.

Burton Enright Welch first reported a position in LOW in Q3 2025 and held it in 2 quarters. The position peaked at $201K in Q3 2025. 2,688 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Burton Enright Welch reported no remaining Lowe's Companies position as of Q1 2026 after selling out during the quarter.
Burton Enright Welch sold 833 Lowe's Companies shares in Q1 2026, an estimated $201K.
Burton Enright Welch first reported a position in Lowe's Companies in Q3 2025 and held it in 2 quarters.
Burton Enright Welch's Lowe's Companies position peaked at $201K in Q3 2025.
2,688 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Burton Enright Welch's 13F filing for Q1 2026, filed 4 May 2026.