Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Lowe's Companies LOW Stock Holding History

Halbert Hargrove Global Advisors’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
Q3 		$472K Sell
2,560
-3
-0.1% -$623 0.02% 70
2026
Q2 		$565K Buy
2,563
+3
+0.1% +$681 0.02% 67
2026
Q1 		$605K Hold
2,560
– – 0.03% 55
2025
Q4 		$617K Sell
2,560
-6
-0.2% -$1.44K 0.03% 59
2025
Q3 		$645K Buy
+2,566
New +$630K 0.03% 62
2025
Q2 		– Sell
-12
Closed -$2.86K – 502
2025
Q1 		$2.86K Buy
+12
New +$2.95K ﹤0.01% 360
2023
Q2 		– Sell
-1,936
Closed -$387K – 135
2023
Q1 		$387K Buy
1,936
+55
+3% +$11.2K 0.03% 91
2022
Q4 		$375K Buy
1,881
+20
+1% +$4K 0.03% 92
2022
Q3 		$350K Sell
1,861
-38
-2% -$7.4K 0.03% 94
2022
Q2 		$332K Buy
1,899
+122
+7% +$23.5K 0.02% 98
2022
Q1 		$359K Buy
1,777
+24
+1% +$5.52K 0.02% 97
2021
Q4 		$453K Buy
1,753
+2
+0.1% +$475 0.03% 78
2021
Q3 		$355K Buy
1,751
+23
+1% +$4.58K 0.02% 86
2021
Q2 		$335K Buy
1,728
+46
+3% +$9K 0.02% 98
2021
Q1 		$320K Sell
1,682
-72
-4% -$12.4K 0.02% 86
2020
Q4 		$281K Buy
1,754
+114
+7% +$18.5K 0.02% 86
2020
Q3 		$272K Buy
1,640
+110
+7% +$16.9K 0.03% 75
2020
Q2 		$207K Buy
+1,530
New +$175K 0.03% 86
2014
Q2 		– Sell
-4,249
Closed -$208K – 136
2014
Q1 		$208K Sell
4,249
-2,454
-37% -$118K 0.06% 112
2013
Q4 		$332K Buy
6,703
+253
+4% +$12.3K 0.1% 73
2013
Q3 		$307K Sell
6,450
-79
-1% -$3.58K 0.1% 80
2013
Q2 		$267K Buy
+6,529
New +$263K 0.1% 91

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Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return
Hardin Capital Partners
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Wealth Intelligence
Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Halbert Hargrove Global Advisors's LOW Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its Lowe's Companies (LOW) stake by 0.12% in Q3 2026, selling an estimated $623 and leaving 2,560 shares worth $472K. The position accounts for 0.02% of the portfolio, ranked #70.

Halbert Hargrove Global Advisors first reported a position in LOW in Q2 2013 and has held it in 22 quarters since. The position peaked at $645K in Q3 2025. 810 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Halbert Hargrove Global Advisors held 2,560 shares of Lowe's Companies worth $472K as of Q3 2026.
  • Halbert Hargrove Global Advisors sold 3 Lowe's Companies shares in Q3 2026, an estimated $623.
  • Lowe's Companies made up 0.02% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #70 holding.
  • Halbert Hargrove Global Advisors first reported a position in Lowe's Companies in Q2 2013 and has held it in 22 quarters since.
  • Halbert Hargrove Global Advisors's Lowe's Companies position peaked at $645K in Q3 2025.
  • 810 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.