Waldron Private Wealth’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $809K | Buy |
3,669
+88
| +2% | +$20K | 0.03% | 171 |
|
|
2026
Q1 | $846K | Sell |
3,581
-9
| -0.3% | -$2.35K | 0.03% | 163 |
|
|
2025
Q4 | $866K | Sell |
3,590
-1,875
| -34% | -$450K | 0.03% | 154 |
|
|
2025
Q3 | $1.37M | Buy |
5,465
+268
| +5% | +$65.8K | 0.06% | 112 |
|
|
2025
Q2 | $1.15M | Sell |
5,197
-71
| -1% | -$15.8K | 0.05% | 123 |
|
|
2025
Q1 | $1.23M | Sell |
5,268
-3,206
| -38% | -$789K | 0.06% | 113 |
|
|
2024
Q4 | $2.09M | Buy |
8,474
+291
| +4% | +$77.7K | 0.08% | 107 |
|
|
2024
Q3 | $2.22M | Buy |
8,183
+1,164
| +17% | +$282K | 0.09% | 99 |
|
|
2024
Q2 | $1.55M | Sell |
7,019
-81
| -1% | -$18.5K | 0.07% | 115 |
|
|
2024
Q1 | $1.81M | Sell |
7,100
-870
| -11% | -$200K | 0.08% | 105 |
|
|
2023
Q4 | $1.77M | Buy |
7,970
+977
| +14% | +$198K | 0.08% | 99 |
|
|
2023
Q3 | $1.45M | Sell |
6,993
-6
| -0.1% | -$1.35K | 0.08% | 118 |
|
|
2023
Q2 | $1.58M | Sell |
6,999
-2,245
| -24% | -$467K | 0.08% | 112 |
|
|
2023
Q1 | $1.85M | Sell |
9,244
-111
| -1% | -$22.5K | 0.09% | 110 |
|
|
2022
Q4 | $1.76M | Hold |
9,355
| – | – | 0.11% | 107 |
|
|
2022
Q3 | $1.76M | Buy |
9,355
+315
| +3% | +$61.4K | 0.11% | 107 |
|
|
2022
Q2 | $1.58M | Buy |
9,040
+194
| +2% | +$37.4K | 0.09% | 126 |
|
|
2022
Q1 | $1.79M | Sell |
8,846
-865
| -9% | -$199K | 0.09% | 124 |
|
|
2021
Q4 | $2.51M | Buy |
9,711
+29
| +0.3% | +$6.89K | 0.12% | 103 |
|
|
2021
Q3 | $1.96M | Buy |
9,682
+1,014
| +12% | +$202K | 0.11% | 104 |
|
|
2021
Q2 | $1.68M | Sell |
8,668
-428
| -5% | -$83.7K | 0.11% | 109 |
|
|
2021
Q1 | $1.73M | Sell |
9,096
-53
| -0.6% | -$9.1K | 0.12% | 98 |
|
|
2020
Q4 | $1.47M | Buy |
9,149
+156
| +2% | +$25.3K | 0.11% | 100 |
|
|
2020
Q3 | $1.49M | Buy |
8,993
+201
| +2% | +$31K | 0.13% | 97 |
|
|
2020
Q2 | $1.19M | Sell |
8,792
-595
| -6% | -$68K | 0.1% | 103 |
|
|
2020
Q1 | $807K | Buy |
9,387
+1,614
| +21% | +$176K | 0.09% | 117 |
|
|
2019
Q4 | $930K | Buy |
7,773
+205
| +3% | +$23.4K | 0.08% | 114 |
|
|
2019
Q3 | $832K | Sell |
7,568
-154
| -2% | -$16.3K | 0.08% | 115 |
|
|
2019
Q2 | $779K | Buy |
7,722
+219
| +3% | +$23.1K | 0.08% | 101 |
|
|
2019
Q1 | $821K | Buy |
7,503
+3,036
| +68% | +$303K | 0.09% | 98 |
|
|
2018
Q4 | $412K | Buy |
4,467
+924
| +26% | +$89.1K | 0.06% | 139 |
|
|
2018
Q3 | $406K | Sell |
3,543
-137
| -4% | -$14.3K | 0.08% | 116 |
|
|
2018
Q2 | $351K | Buy |
3,680
+1,330
| +57% | +$120K | 0.08% | 119 |
|
|
2018
Q1 | $206K | Sell |
2,350
-75
| -3% | -$7.1K | 0.05% | 161 |
|
|
2017
Q4 | $225K | Buy |
+2,425
| New | +$200K | 0.05% | 148 |
|
|
2017
Q2 | – | Sell |
-4,438
| Closed | -$364K | – | 180 |
|
|
2017
Q1 | $364K | Buy |
+4,438
| New | +$340K | 0.09% | 143 |
|
Other funds holding LOW
Waldron Private Wealth's LOW Position: Q2 2026 in Review
Waldron Private Wealth increased its Lowe's Companies (LOW) stake by 2.5% in Q2 2026, buying an estimated $20K and bringing the position to 3,669 shares worth $809K. The position accounts for 0.03% of the portfolio, ranked #171.
Waldron Private Wealth first reported a position in LOW in Q1 2017 and has held it in 36 quarters since. The position peaked at $2.51M in Q4 2021. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.
- Waldron Private Wealth held 3,669 shares of Lowe's Companies worth $809K as of Q2 2026.
- Waldron Private Wealth bought 88 Lowe's Companies shares in Q2 2026, an estimated $20K.
- Lowe's Companies made up 0.03% of Waldron Private Wealth's portfolio in Q2 2026, its #171 holding.
- Waldron Private Wealth first reported a position in Lowe's Companies in Q1 2017 and has held it in 36 quarters since.
- Waldron Private Wealth's Lowe's Companies position peaked at $2.51M in Q4 2021.
- 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.
Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.