Wellington Shields & Co’s Lowe's Companies LOW Stock Holding History

Wellington Shields & Co’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	$434K	Hold	1,836	–	–	0.11%	161
2025 Q4	$443K	Buy	1,836 +77	+4%	+$18.5K	0.11%	152
2025 Q3	$442K	Hold	1,759	–	–	0.12%	152
2025 Q2	$390K	Hold	1,759	–	–	0.11%	154
2025 Q1	$410K	Hold	1,759	–	–	0.13%	140
2024 Q4	$434K	Hold	1,759	–	–	0.13%	135
2024 Q3	$476K	Buy	1,759 +584	+50%	+$141K	0.14%	128
2024 Q2	$259K	Buy	1,175 +128	+12%	+$29.2K	0.08%	180
2024 Q1	$267K	Hold	1,047	–	–	0.09%	181
2023 Q4	$233K	Buy	1,047 +47	+5%	+$9.53K	0.09%	192
2023 Q3	$208K	Hold	1,000	–	–	0.05%	191
2023 Q2	$226K	Hold	1,000	–	–	0.05%	193
2023 Q1	$200K	Hold	1,000	–	–	0.04%	208
2022 Q4	$199K	Hold	1,000	–	–	0.05%	199
2022 Q3	$188K	Hold	1,000	–	–	0.08%	195
2022 Q2	$175K	Hold	1,000	–	–	0.04%	204
2022 Q1	$202K	Hold	1,000	–	–	0.07%	209
2021 Q4	$258K	Hold	1,000	–	–	0.05%	187
2021 Q3	$203K	Buy	+1,000	New	+$199K	0.07%	198
2019 Q4	–	Sell	-6,500	Closed	-$715K	–	204
2019 Q3	$715K	Buy	+6,500	New	+$686K	1.1%	33

Other funds holding LOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Shields & Co's LOW Position: Q1 2026 in Review

Wellington Shields & Co held its Lowe's Companies (LOW) position steady in Q1 2026 at 1,836 shares worth $434K. The position accounts for 0.11% of the portfolio, ranked #161.

Wellington Shields & Co first reported a position in LOW in Q3 2019 and has held it in 20 quarters since. The position peaked at $715K in Q3 2019. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Wellington Shields & Co held 1,836 shares of Lowe's Companies worth $434K as of Q1 2026.
Wellington Shields & Co left its Lowe's Companies share count unchanged in Q1 2026.
Lowe's Companies made up 0.11% of Wellington Shields & Co's portfolio in Q1 2026, its #161 holding.
Wellington Shields & Co first reported a position in Lowe's Companies in Q3 2019 and has held it in 20 quarters since.
Wellington Shields & Co's Lowe's Companies position peaked at $715K in Q3 2019.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.