McCarter Private Wealth Services’s Lowe's Companies LOW Stock Holding History

McCarter Private Wealth Services’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	$940K	Sell	4,265 -226	-5%	-$51.3K	0.32%	80
2026 Q1	$1.06M	Buy	4,491 +956	+27%	+$249K	0.46%	57
2025 Q4	$853K	Buy	3,535 +355	+11%	+$85.2K	0.38%	60
2025 Q3	$799K	Buy	3,180 +110	+4%	+$27K	0.41%	54
2025 Q2	$681K	Buy	3,070 +130	+4%	+$29K	0.39%	56
2025 Q1	$686K	Buy	2,940 +150	+5%	+$36.9K	0.45%	47
2024 Q4	$689K	Sell	2,790 -82	-3%	-$21.9K	0.44%	44
2024 Q3	$778K	Buy	+2,872	New	+$696K	0.49%	43

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

McCarter Private Wealth Services's LOW Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Lowe's Companies (LOW) stake by 5% in Q2 2026, selling an estimated $51.3K and leaving 4,265 shares worth $940K. The position accounts for 0.32% of the portfolio, ranked #80.

McCarter Private Wealth Services first reported a position in LOW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q1 2026. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

McCarter Private Wealth Services held 4,265 shares of Lowe's Companies worth $940K as of Q2 2026.
McCarter Private Wealth Services sold 226 Lowe's Companies shares in Q2 2026, an estimated $51.3K.
Lowe's Companies made up 0.32% of McCarter Private Wealth Services's portfolio in Q2 2026, its #80 holding.
McCarter Private Wealth Services first reported a position in Lowe's Companies in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Lowe's Companies position peaked at $1.06M in Q1 2026.
2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.