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Osterweis Capital Management’s Lowe's Companies LOW Stock Holding History

Osterweis Capital Management’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 		– Sell
-236
Closed -$56.9K – 259
2025
Q4 		$56.9K Hold
236
– – ﹤0.01% 202
2025
Q3 		$59.3K Hold
236
– – ﹤0.01% 196
2025
Q2 		$52.4K Buy
236
+231
+4,620% +$51.6K ﹤0.01% 209
2025
Q1 		$1.17K Buy
+5
New +$1.23K ﹤0.01% 222
2022
Q1 		– Sell
-1,450
Closed -$375K – 154
2021
Q4 		$375K Sell
1,450
-550
-28% -$131K 0.02% 124
2021
Q3 		$406K Hold
2,000
– – 0.02% 121
2021
Q2 		$388K Buy
+2,000
New +$391K 0.02% 124

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Osterweis Capital Management's LOW Position: Q1 2026 in Review

Osterweis Capital Management sold out of Lowe's Companies (LOW) in Q1 2026, closing a stake of 236 shares — an estimated $56.9K sold.

Osterweis Capital Management first reported a position in LOW in Q2 2021 and held it in 7 quarters. The position peaked at $406K in Q3 2021. 2,699 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Osterweis Capital Management reported no remaining Lowe's Companies position as of Q1 2026 after selling out during the quarter.
  • Osterweis Capital Management sold 236 Lowe's Companies shares in Q1 2026, an estimated $56.9K.
  • Osterweis Capital Management first reported a position in Lowe's Companies in Q2 2021 and held it in 7 quarters.
  • Osterweis Capital Management's Lowe's Companies position peaked at $406K in Q3 2021.
  • 2,699 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Osterweis Capital Management's 13F filing for Q1 2026, filed 15 May 2026.