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Newbridge Financial Services Group’s Lowe's Companies LOW Stock Holding History

Newbridge Financial Services Group’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 		$80.5K Sell
365
-45
-11% -$10.2K 0.01% 379
2026
Q1 		$97K Buy
410
+16
+4% +$4.17K 0.02% 319
2025
Q4 		$94.9K Buy
394
+1
+0.3% +$240 0.01% 324
2025
Q3 		$98.7K Buy
393
+1
+0.3% +$246 0.01% 397
2025
Q2 		$86.9K Sell
392
-22
-5% -$4.91K 0.01% 403
2025
Q1 		$96.5K Sell
414
-49
-11% -$12.1K 0.02% 267
2024
Q4 		$114K Buy
+463
New +$124K 0.03% 268
2024
Q3 		– Sell
-269
Closed -$59.3K – 911
2024
Q2 		$59.3K Sell
269
-153
-36% -$34.9K 0.02% 347
2024
Q1 		$107K Sell
422
-382
-48% -$87.8K 0.05% 279
2023
Q4 		$179K Sell
804
-162
-17% -$32.8K 0.09% 203
2023
Q3 		$201K Sell
966
-33
-3% -$7.42K 0.1% 187
2023
Q2 		$225K Sell
999
-44
-4% -$9.15K 0.11% 188
2023
Q1 		$209K Sell
1,043
-124
-11% -$25.2K 0.11% 177
2022
Q4 		$233K Sell
1,167
-112
-9% -$22.4K 0.13% 156
2022
Q3 		$240K Buy
1,279
+827
+183% +$161K 0.14% 163
2022
Q2 		$79K Hold
452
– – 0.05% 306
2022
Q1 		$91K Sell
452
-35
-7% -$8.05K 0.04% 323
2021
Q4 		$126K Buy
487
+206
+73% +$49K 0.06% 263
2021
Q3 		$57K Hold
281
– – 0.04% 375
2021
Q2 		$54K Buy
281
+1
+0.4% +$196 0.03% 426
2021
Q1 		$53K Buy
280
+14
+5% +$2.4K 0.04% 384
2020
Q4 		$43K Sell
266
-19
-7% -$3.09K 0.04% 360
2020
Q3 		$47K Buy
+285
New +$43.9K 0.05% 332

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

Newbridge Financial Services Group's LOW Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Lowe's Companies (LOW) stake by 11% in Q2 2026, selling an estimated $10.2K and leaving 365 shares worth $80.5K. The position accounts for 0.01% of the portfolio, ranked #379.

Newbridge Financial Services Group first reported a position in LOW in Q3 2020 and has held it in 23 quarters since. The position peaked at $240K in Q3 2022. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Newbridge Financial Services Group held 365 shares of Lowe's Companies worth $80.5K as of Q2 2026.
  • Newbridge Financial Services Group sold 45 Lowe's Companies shares in Q2 2026, an estimated $10.2K.
  • Lowe's Companies made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #379 holding.
  • Newbridge Financial Services Group first reported a position in Lowe's Companies in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Lowe's Companies position peaked at $240K in Q3 2022.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.