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MB, Levis & Associates’s Lowe's Companies LOW Stock Holding History

MB, Levis & 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 		$2.24M Buy
10,140
+26
+0.3% +$5.91K 0.82% 23
2026
Q1 		$2.39M Buy
10,114
+13
+0.1% +$3.39K 1% 20
2025
Q4 		$2.44M Sell
10,101
-147
-1% -$35.3K 1.03% 19
2025
Q3 		$2.58M Sell
10,248
-579
-5% -$142K 1.11% 18
2025
Q2 		$2.4M Buy
10,827
+4
+0% +$893 1.06% 17
2025
Q1 		$2.52M Buy
10,823
+17
+0.2% +$4.18K 1.17% 17
2024
Q4 		$2.67M Sell
10,806
-42
-0.4% -$11.2K 1.34% 15
2024
Q3 		$2.94M Sell
10,848
-23
-0.2% -$5.57K 1.45% 15
2024
Q2 		$2.4M Buy
10,871
+14
+0.1% +$3.19K 1.26% 16
2024
Q1 		$2.77M Sell
10,857
-19
-0.2% -$4.37K 1.49% 15
2023
Q4 		$2.42M Buy
10,876
+6
+0.1% +$1.22K 1.39% 14
2023
Q3 		$2.26M Sell
10,870
-11
-0.1% -$2.48K 1.47% 13
2023
Q2 		$2.46M Sell
10,881
-57
-0.5% -$11.9K 1.57% 13
2023
Q1 		$2.19M Buy
10,938
+3
+0% +$609 1.52% 13
2022
Q4 		$2.18M Buy
+10,935
New +$2.19M 1.7% 10

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

MB, Levis & Associates's LOW Position: Q2 2026 in Review

MB, Levis & Associates increased its Lowe's Companies (LOW) stake by 0.26% in Q2 2026, buying an estimated $5.91K and bringing the position to 10,140 shares worth $2.24M. The position accounts for 0.82% of the portfolio, ranked #23.

MB, Levis & Associates first reported a position in LOW in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.94M in Q3 2024. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • MB, Levis & Associates held 10,140 shares of Lowe's Companies worth $2.24M as of Q2 2026.
  • MB, Levis & Associates bought 26 Lowe's Companies shares in Q2 2026, an estimated $5.91K.
  • Lowe's Companies made up 0.82% of MB, Levis & Associates's portfolio in Q2 2026, its #23 holding.
  • MB, Levis & Associates first reported a position in Lowe's Companies in Q4 2022 and has held it in 15 quarters since.
  • MB, Levis & Associates's Lowe's Companies position peaked at $2.94M in Q3 2024.
  • 2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.