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

One Charles 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 		$221K Sell
1,002
-5
-0.5% -$1.14K 0.05% 163
2026
Q1 		$238K Hold
1,007
– – 0.06% 145
2025
Q4 		$243K Sell
1,007
-352
-26% -$84.5K 0.06% 145
2025
Q3 		$342K Buy
1,359
+10
+0.7% +$2.46K 0.09% 114
2025
Q2 		$299K Buy
1,349
+168
+14% +$37.5K 0.08% 119
2025
Q1 		$275K Buy
1,181
+125
+12% +$30.8K 0.09% 115
2024
Q4 		$261K Hold
1,056
– – 0.09% 122
2024
Q3 		$286K Sell
1,056
-7
-0.7% -$1.7K 0.11% 120
2024
Q2 		$234K Hold
1,063
– – 0.1% 132
2024
Q1 		$271K Buy
1,063
+24
+2% +$5.52K 0.12% 120
2023
Q4 		$231K Sell
1,039
-2
-0.2% -$405 0.12% 126
2023
Q3 		$216K Hold
1,041
– – 0.13% 119
2023
Q2 		$235K Sell
1,041
-109
-9% -$22.7K 0.14% 115
2023
Q1 		$230K Sell
1,150
-6
-0.5% -$1.22K 0.14% 112
2022
Q4 		$230K Sell
1,156
-36
-3% -$7.2K 0.15% 104
2022
Q3 		$224K Buy
+1,192
New +$232K 0.15% 108
2022
Q2 		– Sell
-1,215
Closed -$246K – 123
2022
Q1 		$246K Sell
1,215
-20
-2% -$4.6K 0.15% 102
2021
Q4 		$319K Buy
1,235
+40
+3% +$9.51K 0.18% 89
2021
Q3 		$242K Hold
1,195
– – 0.14% 107
2021
Q2 		$232K Buy
+1,195
New +$234K 0.16% 101

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

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

One Charles Private Wealth Services reduced its Lowe's Companies (LOW) stake by 0.5% in Q2 2026, selling an estimated $1.14K and leaving 1,002 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #163.

One Charles Private Wealth Services first reported a position in LOW in Q2 2021 and has held it in 20 quarters since. The position peaked at $342K in Q3 2025. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • One Charles Private Wealth Services held 1,002 shares of Lowe's Companies worth $221K as of Q2 2026.
  • One Charles Private Wealth Services sold 5 Lowe's Companies shares in Q2 2026, an estimated $1.14K.
  • Lowe's Companies made up 0.05% of One Charles Private Wealth Services's portfolio in Q2 2026, its #163 holding.
  • One Charles Private Wealth Services first reported a position in Lowe's Companies in Q2 2021 and has held it in 20 quarters since.
  • One Charles Private Wealth Services's Lowe's Companies position peaked at $342K in Q3 2025.
  • 2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.