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Evelyn Partners Investment Management’s Lowe's Companies LOW Stock Holding History

Evelyn Partners Investment Management’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
-8,095
Closed -$1.95M – 420
2025
Q4 		$1.95M Sell
8,095
-145
-2% -$34.8K 0.05% 108
2025
Q3 		$2.07M Buy
8,240
+30
+0.4% +$7.37K 0.06% 106
2025
Q2 		$1.82M Sell
8,210
-70
-0.8% -$15.6K 0.06% 111
2025
Q1 		$1.93M Buy
8,280
+1,000
+14% +$246K 0.06% 102
2024
Q4 		$1.8M Buy
+7,280
New +$1.94M 0.06% 106

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

Evelyn Partners Investment Management's LOW Position: Q1 2026 in Review

Evelyn Partners Investment Management sold out of Lowe's Companies (LOW) in Q1 2026, closing a stake of 8,095 shares — an estimated $1.95M sold.

Evelyn Partners Investment Management first reported a position in LOW in Q4 2024 and held it in 5 quarters. The position peaked at $2.07M in Q3 2025. 2,683 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Evelyn Partners Investment Management reported no remaining Lowe's Companies position as of Q1 2026 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 8,095 Lowe's Companies shares in Q1 2026, an estimated $1.95M.
  • Evelyn Partners Investment Management first reported a position in Lowe's Companies in Q4 2024 and held it in 5 quarters.
  • Evelyn Partners Investment Management's Lowe's Companies position peaked at $2.07M in Q3 2025.
  • 2,683 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.