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Gladstone Institutional Advisory’s Lowe's Companies LOW Stock Holding History

Gladstone Institutional Advisory’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 		$1.24M Sell
5,645
-299
-5% -$67.9K 0.04% 372
2026
Q1 		$1.4M Sell
5,944
-201
-3% -$52.4K 0.05% 314
2025
Q4 		$1.48M Sell
6,145
-456
-7% -$109K 0.06% 294
2025
Q3 		$1.66M Sell
6,601
-262
-4% -$64.4K 0.06% 276
2025
Q2 		$1.52M Buy
6,863
+426
+7% +$95.1K 0.06% 281
2025
Q1 		$1.5M Buy
6,437
+1,658
+35% +$408K 0.07% 268
2024
Q4 		$1.18M Buy
4,779
+676
+16% +$181K 0.05% 307
2024
Q3 		$1.11M Sell
4,103
-963
-19% -$233K 0.05% 309
2024
Q2 		$1.12M Sell
5,066
-1,436
-22% -$328K 0.06% 292
2024
Q1 		$1.66M Sell
6,502
-10,989
-63% -$2.53M 0.09% 235
2023
Q4 		$3.89M Sell
17,491
-1,341
-7% -$272K 0.22% 121
2023
Q3 		$3.91M Sell
18,832
-328
-2% -$73.8K 0.25% 102
2023
Q2 		$4.32M Sell
19,160
-3,782
-16% -$787K 0.26% 101
2023
Q1 		$4.59M Buy
22,942
+7,097
+45% +$1.44M 0.3% 95
2022
Q4 		$3.16M Buy
15,845
+5,504
+53% +$1.1M 0.22% 129
2022
Q3 		$1.94M Sell
10,341
-11,706
-53% -$2.28M 0.15% 170
2022
Q2 		$3.85M Sell
22,047
-3,064
-12% -$591K 0.3% 79
2022
Q1 		$5.08M Buy
25,111
+497
+2% +$114K 0.34% 72
2021
Q4 		$6.36M Buy
24,614
+8,821
+56% +$2.1M 0.49% 45
2021
Q3 		$3.2M Buy
15,793
+9,624
+156% +$1.92M 0.31% 85
2021
Q2 		$1.2M Buy
6,169
+2,395
+63% +$469K 0.14% 168
2021
Q1 		$718K Buy
3,774
+467
+14% +$80.1K 0.11% 188
2020
Q4 		$531K Sell
3,307
-554
-14% -$90K 0.11% 157
2020
Q3 		$640K Buy
3,861
+2,253
+140% +$347K 0.15% 124
2020
Q2 		$217K Sell
1,608
-2,337
-59% -$267K 0.06% 209
2020
Q1 		$339K Sell
3,945
-157
-4% -$17.2K 0.09% 174
2019
Q4 		$491K Sell
4,102
-6
-0.1% -$686 0.12% 135
2019
Q3 		$451K Buy
4,108
+1,415
+53% +$149K 0.11% 155
2019
Q2 		$272K Buy
+2,693
New +$284K 0.08% 215

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

Gladstone Institutional Advisory's LOW Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Lowe's Companies (LOW) stake by 5% in Q2 2026, selling an estimated $67.9K and leaving 5,645 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #372.

Gladstone Institutional Advisory first reported a position in LOW in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.36M in Q4 2021. 2,651 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Gladstone Institutional Advisory held 5,645 shares of Lowe's Companies worth $1.24M as of Q2 2026.
  • Gladstone Institutional Advisory sold 299 Lowe's Companies shares in Q2 2026, an estimated $67.9K.
  • Lowe's Companies made up 0.04% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #372 holding.
  • Gladstone Institutional Advisory first reported a position in Lowe's Companies in Q2 2019 and has held it in 29 quarters since.
  • Gladstone Institutional Advisory's Lowe's Companies position peaked at $6.36M in Q4 2021.
  • 2,651 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.