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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goepper Burkhardt's LOW Position: Q1 2026 in Review

Goepper Burkhardt increased its Lowe's Companies (LOW) stake by 7.8% in Q1 2026, buying an estimated $25K and bringing the position to 1,326 shares worth $313K. The position accounts for 0.1% of the portfolio, ranked #78.

Goepper Burkhardt first reported a position in LOW in Q4 2021 and has held it in 15 quarters since. The position peaked at $570K in Q1 2025. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Goepper Burkhardt held 1,326 shares of Lowe's Companies worth $313K as of Q1 2026.
Goepper Burkhardt bought 96 Lowe's Companies shares in Q1 2026, an estimated $25K.
Lowe's Companies made up 0.1% of Goepper Burkhardt's portfolio in Q1 2026, its #78 holding.
Goepper Burkhardt first reported a position in Lowe's Companies in Q4 2021 and has held it in 15 quarters since.
Goepper Burkhardt's Lowe's Companies position peaked at $570K in Q1 2025.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.