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 Q2	$4.13M	Buy	18,723 +3,337	+22%	+$758K	1.88%	21
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Infusive Asset Management's LOW Position: Q2 2026 in Review

Infusive Asset Management increased its Lowe's Companies (LOW) stake by 22% in Q2 2026, buying an estimated $758K and bringing the position to 18,723 shares worth $4.13M. The position accounts for 1.88% of the portfolio, ranked #21.

Infusive Asset Management first reported a position in LOW in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.4M in Q1 2024. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Infusive Asset Management held 18,723 shares of Lowe's Companies worth $4.13M as of Q2 2026.
Infusive Asset Management bought 3,337 Lowe's Companies shares in Q2 2026, an estimated $758K.
Lowe's Companies made up 1.88% of Infusive Asset Management's portfolio in Q2 2026, its #21 holding.
Infusive Asset Management first reported a position in Lowe's Companies in Q4 2023 and has held it in 11 quarters since.
Infusive Asset Management's Lowe's Companies position peaked at $13.4M in Q1 2024.
2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Infusive Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.