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Rothschild Investment LLC’s Lowe's Companies LOW Stock Holding History

Rothschild Investment LLC’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 		$379K Sell
1,721
-331
-16% -$75.2K 0.01% 690
2026
Q1 		$485K Sell
2,052
-39
-2% -$10.2K 0.03% 411
2025
Q4 		$504K Buy
2,091
+79
+4% +$19K 0.03% 363
2025
Q3 		$506K Sell
2,012
-223
-10% -$54.8K 0.03% 345
2025
Q2 		$496K Sell
2,235
-438
-16% -$97.7K 0.03% 340
2025
Q1 		$623K Sell
2,673
-20
-0.7% -$4.92K 0.04% 293
2024
Q4 		$665K Buy
2,693
+167
+7% +$44.6K 0.04% 294
2024
Q3 		$684K Buy
2,526
+219
+9% +$53K 0.04% 298
2024
Q2 		$509K Buy
2,307
+690
+43% +$157K 0.04% 325
2024
Q1 		$412K Buy
1,617
+5
+0.3% +$1.15K 0.03% 354
2023
Q4 		$359K Buy
1,612
+299
+23% +$60.6K 0.03% 328
2023
Q3 		$273K Sell
1,313
-82
-6% -$18.4K 0.02% 397
2023
Q2 		$315K Buy
1,395
+206
+17% +$42.8K 0.03% 376
2023
Q1 		$238K Buy
1,189
+7
+0.6% +$1.42K 0.02% 421
2022
Q4 		$236K Sell
1,182
-167
-12% -$33.4K 0.02% 412
2022
Q3 		$253K Hold
1,349
– – 0.03% 394
2022
Q2 		$236K Buy
1,349
+70
+5% +$13.5K 0.02% 411
2022
Q1 		$259K Buy
1,279
+165
+15% +$38K 0.02% 414
2021
Q4 		$288K Buy
+1,114
New +$265K 0.02% 401
2021
Q3 		– Sell
-23,508
Closed -$4.56M – 499
2021
Q2 		$4.56M Buy
23,508
+678
+3% +$133K 0.36% 77
2021
Q1 		$4.34M Sell
22,830
-1,300
-5% -$223K 0.37% 80
2020
Q4 		$3.87M Buy
24,130
+1,100
+5% +$179K 0.37% 76
2020
Q3 		$3.82M Sell
23,030
-1,050
-4% -$162K 0.42% 70
2020
Q2 		$3.25M Sell
24,080
-50
-0.2% -$5.71K 0.39% 73
2020
Q1 		$2.08M Hold
24,130
– – 0.27% 97
2019
Q4 		$2.89M Sell
24,130
-20
-0.1% -$2.29K 0.29% 95
2019
Q3 		$2.66M Buy
24,150
+100
+0.4% +$10.6K 0.31% 96
2019
Q2 		$2.43M Sell
24,050
-1,000
-4% -$105K 0.29% 103
2019
Q1 		$2.74M Hold
25,050
– – 0.32% 85
2018
Q4 		$2.31M Hold
25,050
– – 0.31% 92
2018
Q3 		$2.88M Sell
25,050
-1,800
-7% -$188K 0.34% 81
2018
Q2 		$2.57M Hold
26,850
– – 0.32% 87
2018
Q1 		$2.36M Buy
26,850
+20
+0.1% +$1.89K 0.3% 88
2017
Q4 		$2.49M Sell
26,830
-187
-0.7% -$15.5K 0.27% 89
2017
Q3 		$2.16M Sell
27,017
-136
-0.5% -$10.4K 0.24% 98
2017
Q2 		$2.1M Buy
27,153
+391
+1% +$32K 0.24% 103
2017
Q1 		$2.2M Buy
26,762
+230
+0.9% +$17.6K 0.26% 95
2016
Q4 		$1.89M Hold
26,532
– – 0.23% 112
2016
Q3 		$1.92M Sell
26,532
-3,500
-12% -$272K 0.23% 114
2016
Q2 		$2.38M Hold
30,032
– – 0.3% 90
2016
Q1 		$2.27M Sell
30,032
-142
-0.5% -$10K 0.29% 94
2015
Q4 		$2.29M Sell
30,174
-6,400
-17% -$475K 0.29% 88
2015
Q3 		$2.52M Sell
36,574
-800
-2% -$55K 0.33% 77
2015
Q2 		$2.5M Sell
37,374
-300
-0.8% -$21.4K 0.29% 91
2015
Q1 		$2.8M Sell
37,674
-6,047
-14% -$434K 0.33% 78
2014
Q4 		$3.01M Hold
43,721
– – 0.36% 73
2014
Q3 		$2.31M Sell
43,721
-222
-0.5% -$11.2K 0.28% 85
2014
Q2 		$2.11M Sell
43,943
-2,553
-5% -$119K 0.27% 94
2014
Q1 		$2.27M Sell
46,496
-26,500
-36% -$1.28M 0.31% 83
2013
Q4 		$3.62M Buy
72,996
+3,750
+5% +$182K 0.49% 57
2013
Q3 		$3.3M Sell
69,246
-1,350
-2% -$61.3K 0.49% 57
2013
Q2 		$2.89M Buy
+70,596
New +$2.84M 0.47% 56

Other funds holding LOW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Rothschild Investment LLC's LOW Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Lowe's Companies (LOW) stake by 16% in Q2 2026, selling an estimated $75.2K and leaving 1,721 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #690.

Rothschild Investment LLC first reported a position in LOW in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.56M in Q2 2021. 1,590 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Rothschild Investment LLC held 1,721 shares of Lowe's Companies worth $379K as of Q2 2026.
  • Rothschild Investment LLC sold 331 Lowe's Companies shares in Q2 2026, an estimated $75.2K.
  • Lowe's Companies made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #690 holding.
  • Rothschild Investment LLC first reported a position in Lowe's Companies in Q2 2013 and has held it in 52 quarters since.
  • Rothschild Investment LLC's Lowe's Companies position peaked at $4.56M in Q2 2021.
  • 1,590 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.