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Harold Davidson & Associates’s Lowe's Companies LOW Stock Holding History

Harold Davidson & Associates’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 		$1.63M Sell
7,403
-692
-9% -$157K 0.71% 27
2026
Q1 		$1.91M Sell
8,095
-30
-0.4% -$7.82K 0.93% 26
2025
Q4 		$1.96M Sell
8,125
-678
-8% -$163K 0.87% 25
2025
Q3 		$2.21M Buy
8,803
+2,396
+37% +$589K 1.01% 24
2025
Q2 		$1.42M Sell
6,407
-1,202
-16% -$268K 0.92% 25
2025
Q1 		$1.77M Sell
7,609
-383
-5% -$94.2K 0.97% 25
2024
Q4 		$1.97M Buy
+7,992
New +$2.13M 0.94% 28

Other funds holding LOW

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Harold Davidson & Associates's LOW Position: Q2 2026 in Review

Harold Davidson & Associates reduced its Lowe's Companies (LOW) stake by 8.5% in Q2 2026, selling an estimated $157K and leaving 7,403 shares worth $1.63M. The position accounts for 0.71% of the portfolio, ranked #27.

Harold Davidson & Associates first reported a position in LOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.21M in Q3 2025. 1,261 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Harold Davidson & Associates held 7,403 shares of Lowe's Companies worth $1.63M as of Q2 2026.
  • Harold Davidson & Associates sold 692 Lowe's Companies shares in Q2 2026, an estimated $157K.
  • Lowe's Companies made up 0.71% of Harold Davidson & Associates's portfolio in Q2 2026, its #27 holding.
  • Harold Davidson & Associates first reported a position in Lowe's Companies in Q4 2024 and has held it in 7 quarters since.
  • Harold Davidson & Associates's Lowe's Companies position peaked at $2.21M in Q3 2025.
  • 1,261 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.