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Focused Wealth Management’s Lowe's Companies LOW Stock Holding History

Focused Wealth 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
2023
Q3 		– Sell
-2,000
Closed -$454 – 1079
2023
Q2 		$454 Buy
+2,000
New +$416K ﹤0.01% 959

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

Focused Wealth Management's LOW Position: Q1 2026 in Review

Focused Wealth Management increased its Lowe's Companies (LOW) stake by 7.2% in Q1 2026, buying an estimated $17K and bringing the position to 964 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #176.

Focused Wealth Management first reported a position in LOW in Q3 2013 and has held it in 47 quarters since. The position peaked at $248K in Q3 2025. 2,682 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Focused Wealth Management held 964 shares of Lowe's Companies worth $228K as of Q1 2026.
  • Focused Wealth Management bought 65 Lowe's Companies shares in Q1 2026, an estimated $17K.
  • Lowe's Companies made up 0.02% of Focused Wealth Management's portfolio in Q1 2026, its #176 holding.
  • Focused Wealth Management first reported a position in Lowe's Companies in Q3 2013 and has held it in 47 quarters since.
  • Focused Wealth Management's Lowe's Companies position peaked at $248K in Q3 2025.
  • 2,682 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.