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Goepper Burkhardt’s Lowe's Companies LOW Stock Holding History

Goepper Burkhardt’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 		$270K Sell
1,225
-101
-8% -$22.9K 0.08% 90
2026
Q1 		$313K Buy
1,326
+96
+8% +$25K 0.1% 78
2025
Q4 		$297K Buy
1,230
+30
+3% +$7.2K 0.1% 80
2025
Q3 		$302K Hold
1,200
– – 0.1% 79
2025
Q2 		$266K Sell
1,200
-1,245
-51% -$278K 0.1% 84
2025
Q1 		$570K Buy
2,445
+1,243
+103% +$306K 0.23% 52
2024
Q4 		$297K Sell
1,202
-50
-4% -$13.4K 0.12% 66
2024
Q3 		$339K Hold
1,252
– – 0.14% 64
2024
Q2 		$276K Hold
1,252
– – 0.13% 67
2024
Q1 		$294K Sell
1,252
-100
-7% -$23K 0.14% 65
2023
Q4 		$300K Hold
1,352
– – 0.15% 61
2023
Q3 		$281K Hold
1,352
– – 0.17% 52
2023
Q2 		$305K Hold
1,352
– – 0.18% 52
2023
Q1 		$270K Hold
1,352
– – 0.18% 55
2022
Q4 		$269K Buy
+1,352
New +$270K 0.19% 50
2022
Q1 		– Sell
-852
Closed -$220K – 69
2021
Q4 		$220K Buy
+852
New +$203K 0.13% 61

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

Goepper Burkhardt's LOW Position: Q2 2026 in Review

Goepper Burkhardt reduced its Lowe's Companies (LOW) stake by 7.6% in Q2 2026, selling an estimated $22.9K and leaving 1,225 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #90.

Goepper Burkhardt first reported a position in LOW in Q4 2021 and has held it in 16 quarters since. The position peaked at $570K in Q1 2025. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Goepper Burkhardt held 1,225 shares of Lowe's Companies worth $270K as of Q2 2026.
  • Goepper Burkhardt sold 101 Lowe's Companies shares in Q2 2026, an estimated $22.9K.
  • Lowe's Companies made up 0.08% of Goepper Burkhardt's portfolio in Q2 2026, its #90 holding.
  • Goepper Burkhardt first reported a position in Lowe's Companies in Q4 2021 and has held it in 16 quarters since.
  • Goepper Burkhardt's Lowe's Companies position peaked at $570K in Q1 2025.
  • 2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.