Live Oak Private Wealth
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Live Oak Private Wealth’s Lowe's Companies LOW Stock Holding History

Live Oak Private Wealth’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
Q3 		$12.3M Buy
66,688
+458
+0.7% +$95.1K 1.49% 17
2026
Q2 		$14.6M Buy
66,230
+835
+1% +$190K 1.83% 13
2026
Q1 		$15.5M Buy
65,395
+678
+1% +$177K 2.15% 11
2025
Q4 		$15.6M Buy
64,717
+2,277
+4% +$547K 2.13% 11
2025
Q3 		$15.7M Buy
62,440
+851
+1% +$209K 2.18% 9
2025
Q2 		$13.7M Buy
61,589
+383
+0.6% +$85.5K 2.04% 10
2025
Q1 		$14.3M Buy
61,206
+348
+0.6% +$85.6K 2.31% 6
2024
Q4 		$15M Sell
60,858
-1,233
-2% -$329K 2.52% 7
2024
Q3 		$16.8M Buy
62,091
+9,634
+18% +$2.33M 2.73% 4
2024
Q2 		$11.6M Buy
52,457
+411
+0.8% +$93.8K 1.99% 11
2024
Q1 		$13.3M Buy
52,046
+9,094
+21% +$2.09M 2.3% 8
2023
Q4 		$9.6M Buy
42,952
+3,415
+9% +$692K 1.8% 14
2023
Q3 		$8.22M Buy
39,537
+466
+1% +$105K 1.75% 18
2023
Q2 		$8.82M Buy
39,071
+2,205
+6% +$459K 1.76% 16
2023
Q1 		$7.37M Buy
36,866
+915
+3% +$186K 1.52% 25
2022
Q4 		$7.16M Buy
35,951
+321
+0.9% +$64.2K 1.48% 23
2022
Q3 		$6.69M Buy
35,630
+837
+2% +$163K 1.5% 20
2022
Q2 		$6.08M Buy
34,793
+5,743
+20% +$1.11M 1.28% 27
2022
Q1 		$5.87M Buy
29,050
+1,575
+6% +$362K 1.14% 36
2021
Q4 		$7.1M Sell
27,475
-203
-0.7% -$48.3K 1.33% 27
2021
Q3 		$5.62M Buy
27,678
+1,095
+4% +$218K 1.14% 37
2021
Q2 		$5.16M Buy
26,583
+661
+3% +$129K 1.14% 41
2021
Q1 		$4.93M Buy
25,922
+2,169
+9% +$372K 1.21% 37
2020
Q4 		$3.81M Buy
23,753
+12,456
+110% +$2.02M 1.07% 40
2020
Q3 		$1.87M Buy
11,297
+343
+3% +$52.8K 0.64% 51
2020
Q2 		$1.48M Buy
10,954
+2,227
+26% +$254K 0.54% 58
2020
Q1 		$751K Buy
8,727
+1,404
+19% +$153K 0.77% 29
2019
Q4 		$877K Buy
+7,323
New +$837K 0.85% 31

Other funds holding LOW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Live Oak Private Wealth's LOW Position: Q3 2026 in Review

Live Oak Private Wealth increased its Lowe's Companies (LOW) stake by 0.69% in Q3 2026, buying an estimated $95.1K and bringing the position to 66,688 shares worth $12.3M. The position accounts for 1.49% of the portfolio, ranked #17.

Live Oak Private Wealth first reported a position in LOW in Q4 2019 and has held it in 28 quarters since. The position peaked at $16.8M in Q3 2024. 1,720 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Live Oak Private Wealth held 66,688 shares of Lowe's Companies worth $12.3M as of Q3 2026.
  • Live Oak Private Wealth bought 458 Lowe's Companies shares in Q3 2026, an estimated $95.1K.
  • Lowe's Companies made up 1.49% of Live Oak Private Wealth's portfolio in Q3 2026, its #17 holding.
  • Live Oak Private Wealth first reported a position in Lowe's Companies in Q4 2019 and has held it in 28 quarters since.
  • Live Oak Private Wealth's Lowe's Companies position peaked at $16.8M in Q3 2024.
  • 1,720 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.