Jacobsen Capital Management’s Lowe's Companies LOW Stock Holding History

Jacobsen Capital 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	$208K	Sell	942 -60	-6%	-$13.6K	0.06%	126
2026 Q1	$237K	Buy	1,002 +72	+8%	+$18.8K	0.08%	103
2025 Q4	$224K	Sell	930 -11	-1%	-$2.64K	0.07%	108
2025 Q3	$236K	Buy	941 +13	+1%	+$3.19K	0.08%	104
2025 Q2	$206K	Buy	928 +2	+0.2%	+$446	0.08%	112
2025 Q1	$216K	Buy	926 +9	+1%	+$2.21K	0.09%	92
2024 Q4	$226K	Hold	917	–	–	0.1%	86
2024 Q3	$248K	Buy	+917	New	+$222K	0.1%	81
2024 Q2	–	Sell	-923	Closed	-$235K	–	99
2024 Q1	$235K	Sell	923 -2	-0.2%	-$460	0.11%	76
2023 Q4	$206K	Buy	+925	New	+$187K	0.1%	80

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

Jacobsen Capital Management's LOW Position: Q2 2026 in Review

Jacobsen Capital Management reduced its Lowe's Companies (LOW) stake by 6% in Q2 2026, selling an estimated $13.6K and leaving 942 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #126.

Jacobsen Capital Management first reported a position in LOW in Q4 2023 and has held it in 10 quarters since. The position peaked at $248K in Q3 2024. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Jacobsen Capital Management held 942 shares of Lowe's Companies worth $208K as of Q2 2026.
Jacobsen Capital Management sold 60 Lowe's Companies shares in Q2 2026, an estimated $13.6K.
Lowe's Companies made up 0.06% of Jacobsen Capital Management's portfolio in Q2 2026, its #126 holding.
Jacobsen Capital Management first reported a position in Lowe's Companies in Q4 2023 and has held it in 10 quarters since.
Jacobsen Capital Management's Lowe's Companies position peaked at $248K in Q3 2024.
2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.