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Oak Harbor Wealth Partners’s Lowe's Companies LOW Stock Holding History

Oak Harbor Wealth Partners’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 		$978K Sell
4,434
-3,607
-45% -$819K 0.36% 70
2026
Q1 		$1.9M Buy
8,041
+98
+1% +$25.6K 0.44% 59
2025
Q4 		$1.92M Buy
7,943
+244
+3% +$58.6K 0.46% 52
2025
Q3 		$1.93M Buy
7,699
+557
+8% +$137K 0.48% 47
2025
Q2 		$1.58M Buy
7,142
+1,310
+22% +$292K 0.43% 59
2025
Q1 		$1.36M Buy
5,832
+2,163
+59% +$532K 0.39% 65
2024
Q4 		$906K Sell
3,669
-280
-7% -$74.8K 0.26% 83
2024
Q3 		$1.07M Buy
3,949
+136
+4% +$32.9K 0.3% 84
2024
Q2 		$841K Buy
3,813
+4
+0.1% +$913 0.26% 83
2024
Q1 		$970K Sell
3,809
-12
-0.3% -$2.76K 0.3% 75
2023
Q4 		$850K Sell
3,821
-92
-2% -$18.6K 0.29% 78
2023
Q3 		$813K Sell
3,913
-89
-2% -$20K 0.29% 79
2023
Q2 		$903K Buy
4,002
+122
+3% +$25.4K 0.31% 73
2023
Q1 		$776K Sell
3,880
-38
-1% -$7.72K 0.28% 79
2022
Q4 		$781K Buy
3,918
+567
+17% +$113K 0.3% 76
2022
Q3 		$629K Buy
3,351
+49
+1% +$9.54K 0.25% 82
2022
Q2 		$577K Buy
3,302
+8
+0.2% +$1.54K 0.23% 87
2022
Q1 		$666K Buy
3,294
+3
+0.1% +$690 0.22% 88
2021
Q4 		$851K Buy
+3,291
New +$782K 0.29% 73

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

Oak Harbor Wealth Partners's LOW Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Lowe's Companies (LOW) stake by 45% in Q2 2026, selling an estimated $819K and leaving 4,434 shares worth $978K. The position accounts for 0.36% of the portfolio, ranked #70.

Oak Harbor Wealth Partners first reported a position in LOW in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.93M in Q3 2025. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Oak Harbor Wealth Partners held 4,434 shares of Lowe's Companies worth $978K as of Q2 2026.
  • Oak Harbor Wealth Partners sold 3,607 Lowe's Companies shares in Q2 2026, an estimated $819K.
  • Lowe's Companies made up 0.36% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #70 holding.
  • Oak Harbor Wealth Partners first reported a position in Lowe's Companies in Q4 2021 and has held it in 19 quarters since.
  • Oak Harbor Wealth Partners's Lowe's Companies position peaked at $1.93M in Q3 2025.
  • 2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.