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Gerald Baker Financial Group’s Lowe's Companies LOW Stock Holding History

Gerald Baker Financial Group’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 		$278K Buy
1,261
+6
+0.5% +$1.36K 0.08% 112
2026
Q1 		$296K Buy
+1,255
New +$327K 0.09% 104

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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Gerald Baker Financial Group's LOW Position: Q2 2026 in Review

Gerald Baker Financial Group increased its Lowe's Companies (LOW) stake by 0.48% in Q2 2026, buying an estimated $1.36K and bringing the position to 1,261 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #112.

Gerald Baker Financial Group first reported a position in LOW in Q1 2026 and has held it in 2 quarters since. The position peaked at $296K in Q1 2026. 2,638 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Gerald Baker Financial Group held 1,261 shares of Lowe's Companies worth $278K as of Q2 2026.
  • Gerald Baker Financial Group bought 6 Lowe's Companies shares in Q2 2026, an estimated $1.36K.
  • Lowe's Companies made up 0.08% of Gerald Baker Financial Group's portfolio in Q2 2026, its #112 holding.
  • Gerald Baker Financial Group first reported a position in Lowe's Companies in Q1 2026 and has held it in 2 quarters since.
  • Gerald Baker Financial Group's Lowe's Companies position peaked at $296K in Q1 2026.
  • 2,638 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.