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BFC Planning, Inc.’s Lowe's Companies LOW Stock Holding History

BFC Planning, Inc.’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 		$2.02M Sell
9,162
-3,596
-28% -$817K 0.08% 248
2026
Q1 		$3.01M Buy
12,758
+3,689
+41% +$962K 0.13% 153
2025
Q4 		$2.19M Buy
9,069
+6,664
+277% +$1.6M 0.1% 201
2025
Q3 		$604K Sell
2,405
-30
-1% -$7.37K 0.04% 336
2025
Q2 		$540K Sell
2,435
-199
-8% -$44.4K 0.04% 339
2025
Q1 		$615K Sell
2,634
-11
-0.4% -$2.71K 0.05% 296
2024
Q4 		$652K Buy
+2,645
New +$706K 0.05% 280

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFC Planning, Inc.'s LOW Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Lowe's Companies (LOW) stake by 28% in Q2 2026, selling an estimated $817K and leaving 9,162 shares worth $2.02M. The position accounts for 0.08% of the portfolio, ranked #248.

BFC Planning, Inc. first reported a position in LOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.01M in Q1 2026. 2,669 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • BFC Planning, Inc. held 9,162 shares of Lowe's Companies worth $2.02M as of Q2 2026.
  • BFC Planning, Inc. sold 3,596 Lowe's Companies shares in Q2 2026, an estimated $817K.
  • Lowe's Companies made up 0.08% of BFC Planning, Inc.'s portfolio in Q2 2026, its #248 holding.
  • BFC Planning, Inc. first reported a position in Lowe's Companies in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Lowe's Companies position peaked at $3.01M in Q1 2026.
  • 2,669 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.