EFS
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Essex Financial Services’s Lowe's Companies LOW Stock Holding History

Essex 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
Q1 		$1.48M Buy
6,278
+755
+14% +$197K 0.08% 205
2025
Q4 		$1.33M Buy
5,523
+58
+1% +$13.9K 0.08% 220
2025
Q3 		$1.37M Sell
5,465
-75
-1% -$18.4K 0.08% 209
2025
Q2 		$1.23M Sell
5,540
-65
-1% -$14.5K 0.08% 218
2025
Q1 		$1.31M Sell
5,605
-534
-9% -$131K 0.09% 195
2024
Q4 		$1.52M Sell
6,139
-104
-2% -$27.8K 0.11% 172
2024
Q3 		$1.7M Sell
6,243
-551
-8% -$133K 0.12% 159
2024
Q2 		$1.61M Buy
6,794
+1,062
+19% +$242K 0.12% 168
2024
Q1 		$1.46M Buy
5,732
+441
+8% +$101K 0.13% 152
2023
Q4 		$1.18M Buy
5,291
+11
+0.2% +$2.23K 0.12% 164
2023
Q3 		$1.1M Buy
5,280
+54
+1% +$12.1K 0.13% 166
2023
Q2 		$1.18M Buy
5,226
+120
+2% +$25K 0.13% 158
2023
Q1 		$1.02M Sell
5,106
-27
-0.5% -$5.49K 0.11% 180
2022
Q4 		$1.02M Buy
5,133
+61
+1% +$12.2K 0.11% 178
2022
Q3 		$953K Sell
5,072
-541
-10% -$105K 0.11% 169
2022
Q2 		$981K Buy
5,613
+403
+8% +$77.7K 0.11% 181
2022
Q1 		$1.05M Buy
5,210
+282
+6% +$64.9K 0.1% 194
2021
Q4 		$1.27M Sell
4,928
-21
-0.4% -$4.99K 0.13% 168
2021
Q3 		$1M Buy
4,949
+1,786
+56% +$356K 0.11% 187
2021
Q2 		$601K Hold
3,163
– – 0.09% 216
2021
Q1 		$601K Buy
3,163
+93
+3% +$16K 0.11% 182
2020
Q4 		$494K Buy
3,070
+182
+6% +$29.6K 0.1% 188
2020
Q3 		$479K Buy
2,888
+248
+9% +$38.2K 0.12% 167
2020
Q2 		$357K Sell
2,640
-1,381
-34% -$158K 0.11% 171
2020
Q1 		$346K Sell
4,021
-23
-0.6% -$2.51K 0.12% 164
2019
Q4 		$484K Buy
4,044
+101
+3% +$11.5K 0.13% 151
2019
Q3 		$434K Buy
3,943
+742
+23% +$78.3K 0.14% 148
2019
Q2 		$323K Buy
3,201
+35
+1% +$3.69K 0.1% 174
2019
Q1 		$347K Buy
3,166
+18
+0.6% +$1.8K 0.1% 159
2018
Q4 		$291K Sell
3,148
-600
-16% -$57.9K 0.09% 180
2018
Q3 		$430K Buy
3,748
+20
+0.5% +$2.08K 0.09% 178
2018
Q2 		$356K Sell
3,728
-206
-5% -$18.6K 0.09% 190
2018
Q1 		$345K Sell
3,934
-106
-3% -$10K 0.07% 243
2017
Q4 		$375K Hold
4,040
– – 0.09% 185
2017
Q3 		$323K Buy
4,040
+672
+20% +$51.5K 0.08% 202
2017
Q2 		$261K Buy
3,368
+825
+32% +$67.4K 0.06% 290
2017
Q1 		$209K Sell
2,543
-825
-24% -$63.1K 0.05% 304
2016
Q4 		$240K Buy
+3,368
New +$238K 0.05% 279
2016
Q3 		– Sell
-2,543
Closed -$201K – 314
2016
Q2 		$201K Sell
2,543
-310
-11% -$24K 0.05% 286
2016
Q1 		$216K Buy
+2,853
New +$201K 0.05% 275

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

Essex Financial Services's LOW Position: Q1 2026 in Review

Essex Financial Services increased its Lowe's Companies (LOW) stake by 14% in Q1 2026, buying an estimated $197K and bringing the position to 6,278 shares worth $1.48M. The position accounts for 0.08% of the portfolio, ranked #205.

Essex Financial Services first reported a position in LOW in Q1 2016 and has held it in 40 quarters since. The position peaked at $1.7M in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Essex Financial Services held 6,278 shares of Lowe's Companies worth $1.48M as of Q1 2026.
  • Essex Financial Services bought 755 Lowe's Companies shares in Q1 2026, an estimated $197K.
  • Lowe's Companies made up 0.08% of Essex Financial Services's portfolio in Q1 2026, its #205 holding.
  • Essex Financial Services first reported a position in Lowe's Companies in Q1 2016 and has held it in 40 quarters since.
  • Essex Financial Services's Lowe's Companies position peaked at $1.7M in Q3 2024.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.