McLean Asset Management
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McLean Asset Management’s Lowe's Companies LOW Stock Holding History

McLean Asset 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
Q3 		$207K Sell
912
-57
-6% -$11.8K 0.03% 175
2026
Q2 		$201K Sell
969
-53
-5% -$12K 0.03% 180
2026
Q1 		$242K Buy
1,022
+10
+1% +$2.61K 0.04% 150
2025
Q4 		$278K Sell
1,012
-32
-3% -$7.68K 0.05% 136
2025
Q3 		$252K Buy
1,044
+21
+2% +$5.16K 0.05% 148
2025
Q2 		$232K Buy
1,023
+19
+2% +$4.24K 0.06% 149
2025
Q1 		$212K Sell
1,004
-96
-9% -$23.6K 0.07% 142
2024
Q4 		$271K Buy
1,100
+116
+12% +$31K 0.08% 124
2024
Q3 		$264K Buy
984
+14
+1% +$3.39K 0.08% 132
2024
Q2 		$214K Buy
970
+22
+2% +$5.02K 0.07% 147
2024
Q1 		$232K Buy
948
+4
+0.4% +$920 0.08% 136
2023
Q4 		$201K Buy
+944
New +$191K 0.08% 141
2023
Q3 		– Sell
-941
Closed -$212K – 134
2023
Q2 		$212K Buy
+941
New +$196K 0.08% 122
2022
Q4 		– Sell
-1,407
Closed -$277K – 137
2022
Q3 		$277K Buy
1,407
+5
+0.4% +$974 0.11% 92
2022
Q2 		$251K Buy
1,402
+4
+0.3% +$771 0.1% 97
2022
Q1 		$283K Buy
1,398
+21
+2% +$4.83K 0.21% 86
2021
Q4 		$345K Sell
1,377
-332
-19% -$78.9K 0.13% 80
2021
Q3 		$395K Buy
1,709
+458
+37% +$91.3K 0.15% 73
2021
Q2 		$245K Buy
1,251
+20
+2% +$3.91K 0.11% 95
2021
Q1 		$245K Buy
+1,231
New +$211K 0.19% 87

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

McLean Asset Management's LOW Position: Q3 2026 in Review

McLean Asset Management reduced its Lowe's Companies (LOW) stake by 5.9% in Q3 2026, selling an estimated $11.8K and leaving 912 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #175.

McLean Asset Management first reported a position in LOW in Q1 2021 and has held it in 20 quarters since. The position peaked at $395K in Q3 2021. 1,720 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • McLean Asset Management held 912 shares of Lowe's Companies worth $207K as of Q3 2026.
  • McLean Asset Management sold 57 Lowe's Companies shares in Q3 2026, an estimated $11.8K.
  • Lowe's Companies made up 0.03% of McLean Asset Management's portfolio in Q3 2026, its #175 holding.
  • McLean Asset Management first reported a position in Lowe's Companies in Q1 2021 and has held it in 20 quarters since.
  • McLean Asset Management's Lowe's Companies position peaked at $395K in Q3 2021.
  • 1,720 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.