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Lord & Richards Wealth Management’s Lowe's Companies LOW Stock Holding History

Lord & Richards Wealth 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
Q1 		– Sell
-2,247
Closed -$542K – 52
2025
Q4 		$542K Buy
2,247
+381
+20% +$91.5K 0.47% 44
2025
Q3 		$469K Buy
1,866
+69
+4% +$17K 0.43% 45
2025
Q2 		$399K Buy
1,797
+610
+51% +$136K 0.42% 47
2025
Q1 		$277K Buy
+1,187
New +$292K 0.31% 60

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lord & Richards Wealth Management's LOW Position: Q1 2026 in Review

Lord & Richards Wealth Management sold out of Lowe's Companies (LOW) in Q1 2026, closing a stake of 2,247 shares — an estimated $542K sold.

Lord & Richards Wealth Management first reported a position in LOW in Q1 2025 and held it in 4 quarters. The position peaked at $542K in Q4 2025. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Lord & Richards Wealth Management reported no remaining Lowe's Companies position as of Q1 2026 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 2,247 Lowe's Companies shares in Q1 2026, an estimated $542K.
  • Lord & Richards Wealth Management first reported a position in Lowe's Companies in Q1 2025 and held it in 4 quarters.
  • Lord & Richards Wealth Management's Lowe's Companies position peaked at $542K in Q4 2025.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.