HHGA
LOW icon

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
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

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Halbert Hargrove Global Advisors's LOW Position: Q1 2026 in Review

Halbert Hargrove Global Advisors held its Lowe's Companies (LOW) position steady in Q1 2026 at 2,560 shares worth $605K. The position accounts for 0.03% of the portfolio, ranked #55.

Halbert Hargrove Global Advisors first reported a position in LOW in Q2 2013 and has held it in 20 quarters since. The position peaked at $645K in Q3 2025. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Halbert Hargrove Global Advisors held 2,560 shares of Lowe's Companies worth $605K as of Q1 2026.
  • Halbert Hargrove Global Advisors left its Lowe's Companies share count unchanged in Q1 2026.
  • Lowe's Companies made up 0.03% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #55 holding.
  • Halbert Hargrove Global Advisors first reported a position in Lowe's Companies in Q2 2013 and has held it in 20 quarters since.
  • Halbert Hargrove Global Advisors's Lowe's Companies position peaked at $645K in Q3 2025.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.