O'Rourke & Company’s Lowe's Companies LOW Stock Holding History

O'Rourke & Company’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	$474K	Buy	2,008 +59	+3%	+$15.4K	0.19%	105
2025 Q4	$470K	Sell	1,949 -10	-0.5%	-$2.4K	0.18%	106
2025 Q3	$492K	Hold	1,959	–	–	0.21%	99
2025 Q2	$435K	Hold	1,959	–	–	0.2%	97
2025 Q1	$457K	Hold	1,959	–	–	0.23%	92
2024 Q4	$483K	Sell	1,959 -44	-2%	-$11.8K	0.24%	88
2024 Q3	$543K	Buy	2,003 +44	+2%	+$10.7K	0.27%	77
2024 Q2	$432K	Hold	1,959	–	–	0.24%	88
2024 Q1	$499K	Hold	1,959	–	–	0.29%	72
2023 Q4	$436K	Hold	1,959	–	–	0.28%	75
2023 Q3	$407K	Hold	1,959	–	–	0.3%	69
2023 Q2	$442K	Hold	1,959	–	–	0.31%	69
2023 Q1	$392K	Hold	1,959	–	–	0.3%	76
2022 Q4	$390K	Hold	1,959	–	–	0.31%	77
2022 Q3	$368K	Sell	1,959 -62	-3%	-$12.1K	0.32%	72
2022 Q2	$353K	Sell	2,021 -79	-4%	-$15.2K	0.3%	74
2022 Q1	$425K	Buy	2,100 +96	+5%	+$22.1K	0.29%	75
2021 Q4	$518K	Buy	+2,004	New	+$476K	0.35%	63

Other funds holding LOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

O'Rourke & Company's LOW Position: Q1 2026 in Review

O'Rourke & Company increased its Lowe's Companies (LOW) stake by 3% in Q1 2026, buying an estimated $15.4K and bringing the position to 2,008 shares worth $474K. The position accounts for 0.19% of the portfolio, ranked #105.

O'Rourke & Company first reported a position in LOW in Q4 2021 and has held it in 18 quarters since. The position peaked at $543K in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

O'Rourke & Company held 2,008 shares of Lowe's Companies worth $474K as of Q1 2026.
O'Rourke & Company bought 59 Lowe's Companies shares in Q1 2026, an estimated $15.4K.
Lowe's Companies made up 0.19% of O'Rourke & Company's portfolio in Q1 2026, its #105 holding.
O'Rourke & Company first reported a position in Lowe's Companies in Q4 2021 and has held it in 18 quarters since.
O'Rourke & Company's Lowe's Companies position peaked at $543K in Q3 2024.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.