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Shepherd Financial Partners’s Lowe's Companies LOW Stock Holding History

Shepherd Financial 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
Q1 		$412K Sell
1,743
-4
-0.2% -$1.04K 0.04% 175
2025
Q4 		$421K Buy
1,747
+399
+30% +$95.8K 0.04% 174
2025
Q3 		$339K Buy
1,348
+9
+0.7% +$2.21K 0.03% 193
2025
Q2 		$297K Buy
1,339
+26
+2% +$5.8K 0.03% 201
2025
Q1 		$306K Buy
1,313
+96
+8% +$23.6K 0.04% 183
2024
Q4 		$300K Buy
1,217
+30
+3% +$8.01K 0.04% 181
2024
Q3 		$321K Hold
1,187
– – 0.04% 176
2024
Q2 		$262K Hold
1,187
– – 0.03% 189
2024
Q1 		$302K Buy
1,187
+4
+0.3% +$920 0.04% 181
2023
Q4 		$263K Buy
1,183
+18
+2% +$3.65K 0.04% 184
2023
Q3 		$242K Buy
1,165
+245
+27% +$55.1K 0.04% 176
2023
Q2 		$208K Buy
+920
New +$191K 0.03% 181
2019
Q1 		– Sell
-23,936
Closed -$2.21M – 126
2018
Q4 		$2.21M Buy
23,936
+212
+0.9% +$20.4K 0.48% 31
2018
Q3 		$2.27M Hold
23,724
– – 0.51% 30
2018
Q2 		$2.25M Sell
23,724
-155
-0.6% -$14K 0.51% 30
2018
Q1 		$2.09M Sell
23,879
-1,090
-4% -$103K 0.52% 32
2017
Q4 		$2.32M Sell
24,969
-2,324
-9% -$192K 0.55% 32
2017
Q3 		$2.23M Sell
27,293
-3,107
-10% -$238K 0.52% 35
2017
Q2 		$2.34M Sell
30,400
-1,344
-4% -$110K 0.57% 34
2017
Q1 		$2.59M Sell
31,744
-308
-1% -$23.6K 0.67% 31
2016
Q4 		$2.27M Buy
+32,052
New +$2.27M 0.64% 31

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

Shepherd Financial Partners's LOW Position: Q1 2026 in Review

Shepherd Financial Partners reduced its Lowe's Companies (LOW) stake by 0.23% in Q1 2026, selling an estimated $1.04K and leaving 1,743 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #175.

Shepherd Financial Partners first reported a position in LOW in Q4 2016 and has held it in 21 quarters since. The position peaked at $2.59M in Q1 2017. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Shepherd Financial Partners held 1,743 shares of Lowe's Companies worth $412K as of Q1 2026.
  • Shepherd Financial Partners sold 4 Lowe's Companies shares in Q1 2026, an estimated $1.04K.
  • Lowe's Companies made up 0.04% of Shepherd Financial Partners's portfolio in Q1 2026, its #175 holding.
  • Shepherd Financial Partners first reported a position in Lowe's Companies in Q4 2016 and has held it in 21 quarters since.
  • Shepherd Financial Partners's Lowe's Companies position peaked at $2.59M in Q1 2017.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.