Infusive Asset Management’s Lowe's Companies LOW Stock Holding History

Infusive Asset Management’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	$3.64M	Sell	15,386 -8,424	-35%	-$2.2M	1.76%	27
2025 Q4	$5.74M	Buy	23,810 +14,669	+160%	+$3.52M	2.45%	15
2025 Q3	$2.3M	Sell	9,141 -8,904	-49%	-$2.19M	1.05%	28
2025 Q2	$4M	Sell	18,045 -458	-2%	-$102K	1.78%	21
2025 Q1	$4.32M	Hold	18,503	–	–	2%	19
2024 Q4	$4.57M	Sell	18,503 -12,331	-40%	-$3.29M	2.03%	23
2024 Q3	$8.35M	Sell	30,834 -7,208	-19%	-$1.75M	3.52%	8
2024 Q2	$8.39M	Sell	38,042 -14,391	-27%	-$3.28M	3.38%	13
2024 Q1	$13.4M	Buy	52,433 +1,289	+3%	+$296K	5.15%	11
2023 Q4	$11.4M	Buy	+51,144	New	+$10.4M	5.16%	8

Other funds holding LOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Infusive Asset Management's LOW Position: Q1 2026 in Review

Infusive Asset Management reduced its Lowe's Companies (LOW) stake by 35% in Q1 2026, selling an estimated $2.2M and leaving 15,386 shares worth $3.64M. The position accounts for 1.76% of the portfolio, ranked #27.

Infusive Asset Management first reported a position in LOW in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.4M in Q1 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Infusive Asset Management held 15,386 shares of Lowe's Companies worth $3.64M as of Q1 2026.
Infusive Asset Management sold 8,424 Lowe's Companies shares in Q1 2026, an estimated $2.2M.
Lowe's Companies made up 1.76% of Infusive Asset Management's portfolio in Q1 2026, its #27 holding.
Infusive Asset Management first reported a position in Lowe's Companies in Q4 2023 and has held it in 10 quarters since.
Infusive Asset Management's Lowe's Companies position peaked at $13.4M in Q1 2024.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Infusive Asset Management's 13F filing for Q1 2026, filed 14 May 2026.