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Klingman & Associates’s Lowe's Companies LOW Stock Holding History

Klingman & 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 		$1.54M Buy
6,968
+3,595
+107% +$816K 0.07% 106
2026
Q1 		$797K Buy
3,373
+68
+2% +$17.7K 0.04% 150
2025
Q4 		$797K Buy
3,305
+8
+0.2% +$1.92K 0.04% 147
2025
Q3 		$829K Buy
3,297
+366
+12% +$89.9K 0.04% 137
2025
Q2 		$650K Buy
2,931
+661
+29% +$148K 0.04% 143
2025
Q1 		$529K Buy
2,270
+560
+33% +$138K 0.03% 152
2024
Q4 		$422K Buy
1,710
+45
+3% +$12K 0.03% 169
2024
Q3 		$451K Sell
1,665
-58
-3% -$14K 0.03% 167
2024
Q2 		$380K Buy
1,723
+16
+0.9% +$3.65K 0.03% 167
2024
Q1 		$435K Buy
1,707
+17
+1% +$3.91K 0.03% 156
2023
Q4 		$376K Sell
1,690
-533
-24% -$108K 0.03% 162
2023
Q3 		$462K Buy
2,223
+1,025
+86% +$231K 0.04% 137
2023
Q2 		$270K Buy
1,198
+181
+18% +$37.6K 0.02% 177
2023
Q1 		$203K Sell
1,017
-4
-0.4% -$813 0.02% 194
2022
Q4 		$203K Buy
+1,021
New +$204K 0.02% 195
2022
Q1 		– Sell
-944
Closed -$244K – 210
2021
Q4 		$244K Buy
+944
New +$224K 0.02% 160
2016
Q4 		– Sell
-1,000
Closed -$72K – 220
2016
Q3 		$72K Hold
1,000
– – 0.02% 161
2016
Q2 		$79K Hold
1,000
– – 0.03% 157
2016
Q1 		$76K Hold
1,000
– – 0.03% 159
2015
Q4 		$76K Hold
1,000
– – 0.03% 186
2015
Q3 		$68K Hold
1,000
– – 0.03% 191
2015
Q2 		$67K Hold
1,000
– – 0.03% 165
2015
Q1 		$74K Hold
1,000
– – 0.03% 152
2014
Q4 		$68K Buy
+1,000
New +$59.9K 0.03% 159

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

Klingman & Associates's LOW Position: Q2 2026 in Review

Klingman & Associates increased its Lowe's Companies (LOW) stake by 107% in Q2 2026, buying an estimated $816K and bringing the position to 6,968 shares worth $1.54M. The position accounts for 0.07% of the portfolio, ranked #106.

Klingman & Associates first reported a position in LOW in Q4 2014 and has held it in 24 quarters since. 2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Klingman & Associates held 6,968 shares of Lowe's Companies worth $1.54M as of Q2 2026.
  • Klingman & Associates bought 3,595 Lowe's Companies shares in Q2 2026, an estimated $816K.
  • Lowe's Companies made up 0.07% of Klingman & Associates's portfolio in Q2 2026, its #106 holding.
  • Klingman & Associates first reported a position in Lowe's Companies in Q4 2014 and has held it in 24 quarters since.
  • 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.