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NewEdge Wealth’s Lowe's Companies LOW Stock Holding History

NewEdge Wealth’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
Q1 		$22M Sell
92,910
-3,946
-4% -$1.03M 0.26% 85
2025
Q4 		$23.4M Buy
96,856
+4,141
+4% +$994K 0.26% 82
2025
Q3 		$21.7M Sell
92,715
-286
-0.3% -$70.3K 0.31% 74
2025
Q2 		$22.2M Sell
93,001
-41,365
-31% -$9.23M 0.35% 69
2025
Q1 		$31.3M Buy
134,366
+9,041
+7% +$2.22M 0.57% 46
2024
Q4 		$30.9M Sell
125,325
-1,122
-0.9% -$300K 0.54% 44
2024
Q3 		$34.2M Buy
126,447
+8,303
+7% +$2.01M 0.62% 38
2024
Q2 		$26M Buy
118,144
+1,366
+1% +$312K 0.56% 45
2024
Q1 		$26.8M Buy
116,778
+13,154
+13% +$3.02M 0.6% 41
2023
Q4 		$23.1M Buy
103,624
+12,199
+13% +$2.47M 0.59% 39
2023
Q3 		$19M Buy
91,425
+23,592
+35% +$5.31M 0.6% 42
2023
Q2 		$15.3M Buy
67,833
+1,742
+3% +$362K 0.51% 55
2023
Q1 		$13.2M Buy
66,091
+3,773
+6% +$766K 0.5% 53
2022
Q4 		$12.4M Buy
62,318
+2,582
+4% +$516K 0.53% 52
2022
Q3 		$11.2M Buy
59,736
+5,674
+10% +$1.11M 0.53% 55
2022
Q2 		$9.44M Buy
54,062
+11,742
+28% +$2.26M 0.43% 62
2022
Q1 		$8.56M Buy
42,320
+2,437
+6% +$561K 0.38% 72
2021
Q4 		$10.3M Buy
39,883
+1,476
+4% +$351K 0.43% 58
2021
Q3 		$7.79M Buy
38,407
+2,040
+6% +$407K 0.46% 55
2021
Q2 		$7.05M Buy
36,367
+1,862
+5% +$364K 0.54% 57
2021
Q1 		$6.56M Buy
34,505
+23,717
+220% +$4.07M 0.65% 44
2020
Q4 		$1.73M Buy
+10,788
New +$1.75M 0.53% 55

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Wealth's LOW Position: Q1 2026 in Review

NewEdge Wealth reduced its Lowe's Companies (LOW) stake by 4.1% in Q1 2026, selling an estimated $1.03M and leaving 92,910 shares worth $22M. The position accounts for 0.26% of the portfolio, ranked #85.

NewEdge Wealth first reported a position in LOW in Q4 2020 and has held it in 22 quarters since. The position peaked at $34.2M in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • NewEdge Wealth held 92,910 shares of Lowe's Companies worth $22M as of Q1 2026.
  • NewEdge Wealth sold 3,946 Lowe's Companies shares in Q1 2026, an estimated $1.03M.
  • Lowe's Companies made up 0.26% of NewEdge Wealth's portfolio in Q1 2026, its #85 holding.
  • NewEdge Wealth first reported a position in Lowe's Companies in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's Lowe's Companies position peaked at $34.2M in Q3 2024.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.