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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
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

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

Halbert Hargrove Global Advisors's LOW Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Lowe's Companies (LOW) stake by 0.12% in Q2 2026, buying an estimated $681 and bringing the position to 2,563 shares worth $565K. The position accounts for 0.02% of the portfolio, ranked #67.

Halbert Hargrove Global Advisors first reported a position in LOW in Q2 2013 and has held it in 21 quarters since. The position peaked at $645K in Q3 2025. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Halbert Hargrove Global Advisors held 2,563 shares of Lowe's Companies worth $565K as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 3 Lowe's Companies shares in Q2 2026, an estimated $681.
  • Lowe's Companies made up 0.02% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #67 holding.
  • Halbert Hargrove Global Advisors first reported a position in Lowe's Companies in Q2 2013 and has held it in 21 quarters since.
  • Halbert Hargrove Global Advisors's Lowe's Companies position peaked at $645K in Q3 2025.
  • 2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.