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Marshall Investment Management’s Lowe's Companies LOW Stock Holding History

Marshall Investment 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 		$45K Buy
204
+91
+81% +$20.7K 0.02% 135
2026
Q1 		$26.7K Buy
+113
New +$29.5K 0.01% 146
2025
Q2 		– Sell
-113
Closed -$26.4K – 133
2025
Q1 		$26.4K Hold
113
– – 0.02% 133
2024
Q4 		$30.6K Buy
+113
New +$30.2K 0.02% 119

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

Marshall Investment Management's LOW Position: Q2 2026 in Review

Marshall Investment Management increased its Lowe's Companies (LOW) stake by 81% in Q2 2026, buying an estimated $20.7K and bringing the position to 204 shares worth $45K. The position accounts for 0.02% of the portfolio, ranked #135.

Marshall Investment Management first reported a position in LOW in Q4 2024 and has held it in 4 quarters since. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Marshall Investment Management held 204 shares of Lowe's Companies worth $45K as of Q2 2026.
  • Marshall Investment Management bought 91 Lowe's Companies shares in Q2 2026, an estimated $20.7K.
  • Lowe's Companies made up 0.02% of Marshall Investment Management's portfolio in Q2 2026, its #135 holding.
  • Marshall Investment Management first reported a position in Lowe's Companies in Q4 2024 and has held it in 4 quarters since.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.