DT
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Diversified Trust’s Lowe's Companies LOW Stock Holding History

Diversified Trust’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 		$8.45M Sell
38,312
-1,246
-3% -$283K 0.14% 85
2026
Q1 		$9.35M Sell
39,558
-1,084
-3% -$283K 0.17% 64
2025
Q4 		$9.8M Sell
40,642
-10,563
-21% -$2.54M 0.18% 64
2025
Q3 		$12.9M Sell
51,205
-1,800
-3% -$442K 0.26% 48
2025
Q2 		$11.8M Buy
53,005
+282
+0.5% +$62.9K 0.26% 53
2025
Q1 		$12.3M Buy
52,723
+8,331
+19% +$2.05M 0.3% 47
2024
Q4 		$11M Buy
44,392
+5,021
+13% +$1.34M 0.27% 47
2024
Q3 		$10.7M Sell
39,371
-2,163
-5% -$524K 0.27% 47
2024
Q2 		$9.16M Buy
41,534
+890
+2% +$203K 0.26% 52
2024
Q1 		$10.4M Buy
40,644
+2,050
+5% +$471K 0.31% 49
2023
Q4 		$8.59M Sell
38,594
-3,732
-9% -$756K 0.29% 50
2023
Q3 		$8.8M Buy
42,326
+80
+0.2% +$18K 0.33% 44
2023
Q2 		$9.53M Sell
42,246
-901
-2% -$187K 0.35% 40
2023
Q1 		$8.63M Buy
43,147
+257
+0.6% +$52.2K 0.34% 42
2022
Q4 		$8.54M Buy
42,890
+20,949
+95% +$4.19M 0.36% 37
2022
Q3 		$4.12M Buy
21,941
+673
+3% +$131K 0.19% 68
2022
Q2 		$3.71M Sell
21,268
-3,220
-13% -$621K 0.16% 77
2022
Q1 		$4.95M Sell
24,488
-3,505
-13% -$806K 0.17% 69
2021
Q4 		$7.24M Buy
27,993
+2,894
+12% +$688K 0.24% 57
2021
Q3 		$5.09M Buy
25,099
+788
+3% +$157K 0.18% 70
2021
Q2 		$4.72M Sell
24,311
-5,820
-19% -$1.14M 0.17% 77
2021
Q1 		$5.73M Buy
30,131
+1,035
+4% +$178K 0.22% 64
2020
Q4 		$4.67M Sell
29,096
-3,404
-10% -$553K 0.19% 68
2020
Q3 		$5.39M Sell
32,500
-806
-2% -$124K 0.25% 58
2020
Q2 		$4.5M Buy
33,306
+909
+3% +$104K 0.23% 56
2020
Q1 		$2.79M Buy
32,397
+6,204
+24% +$678K 0.16% 74
2019
Q4 		$3.14M Buy
26,193
+3,636
+16% +$416K 0.14% 73
2019
Q3 		$2.48M Buy
22,557
+2,769
+14% +$292K 0.12% 70
2019
Q2 		$2M Sell
19,788
-2,479
-11% -$261K 0.09% 87
2019
Q1 		$2.44M Buy
22,267
+674
+3% +$67.3K 0.12% 68
2018
Q4 		$1.99M Sell
21,593
-1,549
-7% -$149K 0.11% 74
2018
Q3 		$2.66M Sell
23,142
-6,780
-23% -$706K 0.13% 60
2018
Q2 		$2.86M Buy
29,922
+223
+0.8% +$20.2K 0.18% 49
2018
Q1 		$2.61M Buy
29,699
+26,984
+994% +$2.55M 0.17% 54
2017
Q4 		$252K Buy
+2,715
New +$224K 0.02% 248
2017
Q3 		– Sell
-4,296
Closed -$333K – 303
2017
Q2 		$333K Buy
4,296
+1,774
+70% +$145K 0.03% 206
2017
Q1 		$207K Buy
+2,522
New +$193K 0.02% 255
2013
Q4 		$330K Hold
6,670
– – 0.03% 387
2013
Q3 		$318K Buy
+6,670
New +$303K 0.03% 389

Other funds holding LOW

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Diversified Trust's LOW Position: Q2 2026 in Review

Diversified Trust reduced its Lowe's Companies (LOW) stake by 3.1% in Q2 2026, selling an estimated $283K and leaving 38,312 shares worth $8.45M. The position accounts for 0.14% of the portfolio, ranked #85.

Diversified Trust first reported a position in LOW in Q3 2013 and has held it in 39 quarters since. The position peaked at $12.9M in Q3 2025. 1,173 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Diversified Trust held 38,312 shares of Lowe's Companies worth $8.45M as of Q2 2026.
  • Diversified Trust sold 1,246 Lowe's Companies shares in Q2 2026, an estimated $283K.
  • Lowe's Companies made up 0.14% of Diversified Trust's portfolio in Q2 2026, its #85 holding.
  • Diversified Trust first reported a position in Lowe's Companies in Q3 2013 and has held it in 39 quarters since.
  • Diversified Trust's Lowe's Companies position peaked at $12.9M in Q3 2025.
  • 1,173 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.