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Rockbridge Investment Management’s Lowe's Companies LOW Stock Holding History

Rockbridge Investment 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 		$319K Sell
1,349
-9
-0.7% -$2.35K 0.03% 115
2025
Q4 		$327K Sell
1,358
-316
-19% -$75.9K 0.03% 109
2025
Q3 		$421K Hold
1,674
– – 0.04% 98
2025
Q2 		$371K Hold
1,674
– – 0.04% 101
2025
Q1 		$390K Buy
1,674
+8
+0.5% +$1.97K 0.05% 97
2024
Q4 		$411K Hold
1,666
– – 0.05% 94
2024
Q3 		$451K Hold
1,666
– – 0.06% 87
2024
Q2 		$367K Hold
1,666
– – 0.05% 90
2024
Q1 		$424K Hold
1,666
– – 0.06% 81
2023
Q4 		$371K Hold
1,666
– – 0.06% 85
2023
Q3 		$346K Hold
1,666
– – 0.06% 83
2023
Q2 		$376K Sell
1,666
-125
-7% -$26K 0.07% 81
2023
Q1 		$358K Sell
1,791
-74
-4% -$15K 0.07% 80
2022
Q4 		$372K Buy
1,865
+798
+75% +$159K 0.08% 79
2022
Q3 		$200K Buy
1,067
+142
+15% +$27.7K 0.05% 99
2022
Q2 		$162K Sell
925
-137
-13% -$26.4K 0.04% 114
2022
Q1 		$215K Sell
1,062
-32
-3% -$7.36K 0.03% 152
2021
Q4 		$283K Buy
1,094
+126
+13% +$30K 0.04% 141
2021
Q3 		$196K Buy
968
+25
+3% +$4.98K 0.03% 154
2021
Q2 		$183K Buy
943
+1
+0.1% +$196 0.03% 160
2021
Q1 		$179K Buy
942
+1
+0.1% +$172 0.03% 153
2020
Q4 		$151K Sell
941
-29
-3% -$4.71K 0.03% 161
2020
Q3 		$161K Sell
970
-262
-21% -$40.3K 0.04% 139
2020
Q2 		$167K Buy
+1,232
New +$141K 0.04% 134

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rockbridge Investment Management's LOW Position: Q1 2026 in Review

Rockbridge Investment Management reduced its Lowe's Companies (LOW) stake by 0.66% in Q1 2026, selling an estimated $2.35K and leaving 1,349 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #115.

Rockbridge Investment Management first reported a position in LOW in Q2 2020 and has held it in 24 quarters since. The position peaked at $451K in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Rockbridge Investment Management held 1,349 shares of Lowe's Companies worth $319K as of Q1 2026.
  • Rockbridge Investment Management sold 9 Lowe's Companies shares in Q1 2026, an estimated $2.35K.
  • Lowe's Companies made up 0.03% of Rockbridge Investment Management's portfolio in Q1 2026, its #115 holding.
  • Rockbridge Investment Management first reported a position in Lowe's Companies in Q2 2020 and has held it in 24 quarters since.
  • Rockbridge Investment Management's Lowe's Companies position peaked at $451K in Q3 2024.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.