J.W. Burns & Co’s Lowe's Companies LOW Stock Holding History

J.W. Burns & Co’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	$4.84M	Sell	21,950 -351	-2%	-$79.7K	0.5%	51
2026 Q1	$5.27M	Buy	22,301 +281	+1%	+$73.3K	0.6%	45
2025 Q4	$5.31M	Sell	22,020 -580	-3%	-$139K	0.59%	44
2025 Q3	$5.68M	Sell	22,600 -1,942	-8%	-$477K	0.64%	42
2025 Q2	$5.45M	Sell	24,542 -1,932	-7%	-$431K	0.66%	40
2025 Q1	$6.17M	Buy	26,474 +444	+2%	+$109K	0.8%	35
2024 Q4	$6.42M	Sell	26,030 -72	-0.3%	-$19.2K	0.82%	35
2024 Q3	$7.07M	Sell	26,102 -794	-3%	-$192K	0.92%	34
2024 Q2	$5.93M	Buy	26,896 +459	+2%	+$105K	0.8%	35
2024 Q1	$6.73M	Sell	26,437 -229	-0.9%	-$52.6K	0.94%	35
2023 Q4	$5.93M	Sell	26,666 -325	-1%	-$65.9K	0.88%	36
2023 Q3	$5.61M	Buy	26,991 +23	+0.1%	+$5.17K	0.91%	32
2023 Q2	$6.09M	Buy	26,968 +151	+0.6%	+$31.4K	0.98%	30
2023 Q1	$5.36M	Buy	26,817 +286	+1%	+$58.1K	0.91%	34
2022 Q4	$5.29M	Sell	26,531 -273	-1%	-$54.6K	0.96%	33
2022 Q3	$5.03M	Sell	26,804 -98	-0.4%	-$19.1K	0.99%	30
2022 Q2	$4.7M	Sell	26,902 -561	-2%	-$108K	0.89%	35
2022 Q1	$5.55M	Sell	27,463 -636	-2%	-$146K	0.88%	34
2021 Q4	$7.26M	Sell	28,099 -318	-1%	-$75.6K	1.05%	32
2021 Q3	$5.76M	Sell	28,417 -312	-1%	-$62.2K	0.9%	35
2021 Q2	$5.57M	Sell	28,729 -592	-2%	-$116K	0.88%	36
2021 Q1	$5.58M	Buy	29,321 +207	+0.7%	+$35.5K	0.94%	35
2020 Q4	$4.67M	Buy	29,114 +586	+2%	+$95.2K	0.83%	38
2020 Q3	$4.73M	Sell	28,528 -69	-0.2%	-$10.6K	0.95%	32
2020 Q2	$3.86M	Buy	28,597 +408	+1%	+$46.6K	0.85%	34
2020 Q1	$2.43M	Sell	28,189 -404	-1%	-$44.1K	0.65%	46
2019 Q4	$3.42M	Buy	28,593 +269	+0.9%	+$30.8K	0.73%	44
2019 Q3	$3.12M	Buy	28,324 +111	+0.4%	+$11.7K	0.72%	47
2019 Q2	$2.85M	Sell	28,213 -313	-1%	-$33K	0.66%	50
2019 Q1	$3.12M	Buy	28,526 +624	+2%	+$62.3K	0.76%	44
2018 Q4	$2.58M	Sell	27,902 -489	-2%	-$47.1K	0.72%	46
2018 Q3	$3.26M	Sell	28,391 -268	-0.9%	-$27.9K	0.77%	43
2018 Q2	$2.74M	Buy	28,659 +2	+0%	+$181	0.7%	50
2018 Q1	$2.52M	Sell	28,657 -749	-3%	-$70.9K	0.65%	52
2017 Q4	$2.73M	Buy	29,406 +682	+2%	+$56.4K	0.69%	50
2017 Q3	$2.3M	Buy	28,724 +2,245	+8%	+$172K	0.61%	56
2017 Q2	$2.05M	Sell	26,479 -154	-0.6%	-$12.6K	0.55%	64
2017 Q1	$2.19M	Buy	26,633 +6,825	+34%	+$522K	0.6%	57
2016 Q4	$1.41M	Buy	19,808 +2,358	+14%	+$167K	0.41%	69
2016 Q3	$1.26M	Buy	17,450 +1,137	+7%	+$88.4K	0.39%	71
2016 Q2	$1.29M	Sell	16,313 -390	-2%	-$30.2K	0.39%	73
2016 Q1	$1.26M	Buy	16,703 +1,893	+13%	+$134K	0.4%	68
2015 Q4	$1.13M	Sell	14,810 -948	-6%	-$70.4K	0.36%	76
2015 Q3	$1.09M	Buy	15,758 +5,361	+52%	+$369K	0.37%	72
2015 Q2	$696K	Buy	10,397 +2,230	+27%	+$159K	0.23%	87
2015 Q1	$608K	Sell	8,167 -775	-9%	-$55.6K	0.2%	98
2014 Q4	$615K	Buy	8,942 +114	+1%	+$6.83K	0.2%	96
2014 Q3	$467K	Hold	8,828	–	–	0.16%	107
2014 Q2	$424K	Buy	8,828 +178	+2%	+$8.3K	0.14%	117
2014 Q1	$423K	Hold	8,650	–	–	0.15%	112
2013 Q4	$429K	Hold	8,650	–	–	0.15%	112
2013 Q3	$412K	Sell	8,650 -1,000	-10%	-$45.4K	0.16%	109
2013 Q2	$395K	Buy	+9,650	New	+$388K	0.16%	105

Other funds holding LOW

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $215M AUM

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

J.W. Burns & Co's LOW Position: Q2 2026 in Review

J.W. Burns & Co reduced its Lowe's Companies (LOW) stake by 1.6% in Q2 2026, selling an estimated $79.7K and leaving 21,950 shares worth $4.84M. The position accounts for 0.5% of the portfolio, ranked #51.

J.W. Burns & Co first reported a position in LOW in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.26M in Q4 2021. 481 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

J.W. Burns & Co held 21,950 shares of Lowe's Companies worth $4.84M as of Q2 2026.
J.W. Burns & Co sold 351 Lowe's Companies shares in Q2 2026, an estimated $79.7K.
Lowe's Companies made up 0.5% of J.W. Burns & Co's portfolio in Q2 2026, its #51 holding.
J.W. Burns & Co first reported a position in Lowe's Companies in Q2 2013 and has held it in 53 quarters since.
J.W. Burns & Co's Lowe's Companies position peaked at $7.26M in Q4 2021.
481 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.