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 Q3	$1.33M	Sell	7,241 -162	-2%	-$33.6K	0.54%	30
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Harold Davidson & Associates's LOW Position: Q3 2026 in Review

Harold Davidson & Associates reduced its Lowe's Companies (LOW) stake by 2.2% in Q3 2026, selling an estimated $33.6K and leaving 7,241 shares worth $1.33M. The position accounts for 0.54% of the portfolio, ranked #30.

Harold Davidson & Associates first reported a position in LOW in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.21M in Q3 2025. 1,491 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

Harold Davidson & Associates held 7,241 shares of Lowe's Companies worth $1.33M as of Q3 2026.
Harold Davidson & Associates sold 162 Lowe's Companies shares in Q3 2026, an estimated $33.6K.
Lowe's Companies made up 0.54% of Harold Davidson & Associates's portfolio in Q3 2026, its #30 holding.
Harold Davidson & Associates first reported a position in Lowe's Companies in Q4 2024 and has held it in 8 quarters since.
Harold Davidson & Associates's Lowe's Companies position peaked at $2.21M in Q3 2025.
1,491 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Harold Davidson & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.