Private Wealth Partners’s Lowe's Companies LOW Stock Holding History

Private 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	$3.21M	Sell	14,573 -1,802	-11%	-$409K	0.23%	57
2026 Q1	$3.87M	Buy	16,375 +25	+0.2%	+$6.52K	0.3%	48
2025 Q4	$3.94M	Buy	16,350 +410	+3%	+$98.4K	0.28%	50
2025 Q3	$4.01M	Buy	15,940 +2,137	+15%	+$525K	0.29%	50
2025 Q2	$3.06M	Sell	13,803 -120	-0.9%	-$26.8K	0.24%	58
2025 Q1	$3.25M	Buy	13,923 +622	+5%	+$153K	0.27%	54
2024 Q4	$3.28M	Buy	13,301 +1,163	+10%	+$311K	0.25%	57
2024 Q3	$3.29M	Hold	12,138	–	–	0.26%	53
2024 Q2	$2.68M	Hold	12,138	–	–	0.2%	56
2024 Q1	$3.09M	Buy	12,138 +940	+8%	+$216K	0.25%	49
2023 Q4	$2.49M	Buy	11,198 +120	+1%	+$24.3K	0.21%	51
2023 Q3	$2.3M	Sell	11,078 -426	-4%	-$95.8K	0.22%	49
2023 Q2	$2.6M	Sell	11,504 -600	-5%	-$125K	0.24%	48
2023 Q1	$2.42M	Buy	12,104 +449	+4%	+$91.2K	0.24%	48
2022 Q4	$2.32M	Hold	11,655	–	–	0.27%	53
2022 Q3	$2.19M	Sell	11,655 -50	-0.4%	-$9.74K	0.28%	48
2022 Q2	$2.04M	Hold	11,705	–	–	0.24%	52
2022 Q1	$2.37M	Hold	11,705	–	–	0.21%	58
2021 Q4	$3.03M	Buy	+11,705	New	+$2.78M	0.26%	54

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Private Wealth Partners's LOW Position: Q2 2026 in Review

Private Wealth Partners reduced its Lowe's Companies (LOW) stake by 11% in Q2 2026, selling an estimated $409K and leaving 14,573 shares worth $3.21M. The position accounts for 0.23% of the portfolio, ranked #57.

Private Wealth Partners first reported a position in LOW in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.01M in Q3 2025. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Private Wealth Partners held 14,573 shares of Lowe's Companies worth $3.21M as of Q2 2026.
Private Wealth Partners sold 1,802 Lowe's Companies shares in Q2 2026, an estimated $409K.
Lowe's Companies made up 0.23% of Private Wealth Partners's portfolio in Q2 2026, its #57 holding.
Private Wealth Partners first reported a position in Lowe's Companies in Q4 2021 and has held it in 19 quarters since.
Private Wealth Partners's Lowe's Companies position peaked at $4.01M in Q3 2025.
2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.