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John G. Ullman & Associates’s Lowe's Companies LOW Stock Holding History

John G. Ullman & 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
Q2 		$4M Sell
18,149
-1,081
-6% -$245K 0.49% 62
2026
Q1 		$4.54M Sell
19,230
-825
-4% -$215K 0.6% 54
2025
Q4 		$4.84M Sell
20,055
-175
-0.9% -$42K 0.64% 52
2025
Q3 		$5.08M Sell
20,230
-325
-2% -$79.8K 0.68% 47
2025
Q2 		$4.56M Sell
20,555
-420
-2% -$93.7K 0.68% 46
2025
Q1 		$4.89M Sell
20,975
-350
-2% -$86.1K 0.75% 42
2024
Q4 		$5.26M Sell
21,325
-691
-3% -$185K 0.77% 43
2024
Q3 		$5.96M Sell
22,016
-425
-2% -$103K 0.86% 38
2024
Q2 		$4.95M Buy
22,441
+466
+2% +$106K 0.75% 37
2024
Q1 		$5.6M Sell
21,975
-400
-2% -$92K 0.86% 40
2023
Q4 		$4.98M Buy
+22,375
New +$4.54M 0.79% 41

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

John G. Ullman & Associates's LOW Position: Q2 2026 in Review

John G. Ullman & Associates reduced its Lowe's Companies (LOW) stake by 5.6% in Q2 2026, selling an estimated $245K and leaving 18,149 shares worth $4M. The position accounts for 0.49% of the portfolio, ranked #62.

John G. Ullman & Associates first reported a position in LOW in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.96M in Q3 2024. 2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • John G. Ullman & Associates held 18,149 shares of Lowe's Companies worth $4M as of Q2 2026.
  • John G. Ullman & Associates sold 1,081 Lowe's Companies shares in Q2 2026, an estimated $245K.
  • Lowe's Companies made up 0.49% of John G. Ullman & Associates's portfolio in Q2 2026, its #62 holding.
  • John G. Ullman & Associates first reported a position in Lowe's Companies in Q4 2023 and has held it in 11 quarters since.
  • John G. Ullman & Associates's Lowe's Companies position peaked at $5.96M in Q3 2024.
  • 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on John G. Ullman & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.