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Westbourne Investment Advisors’s Lowe's Companies LOW Stock Holding History

Westbourne Investment Advisors’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 		$1.5M Sell
6,354
-1,100
-15% -$287K 0.44% 41
2025
Q4 		$1.8M Sell
7,454
-53
-0.7% -$12.7K 0.5% 35
2025
Q3 		$1.89M Sell
7,507
-25
-0.3% -$6.14K 0.53% 35
2025
Q2 		$1.67M Sell
7,532
-121
-2% -$27K 0.51% 36
2025
Q1 		$1.78M Buy
7,653
+40
+0.5% +$9.84K 0.63% 34
2024
Q4 		$1.88M Sell
7,613
-122
-2% -$32.6K 0.64% 34
2024
Q3 		$2.1M Sell
7,735
-35
-0.5% -$8.48K 0.73% 32
2024
Q2 		$1.71M Sell
7,770
-107
-1% -$24.4K 0.62% 35
2024
Q1 		$2.01M Sell
7,877
-40
-0.5% -$9.2K 0.74% 32
2023
Q4 		$1.76M Sell
7,917
-125
-2% -$25.3K 0.71% 32
2023
Q3 		$1.67M Sell
8,042
-100
-1% -$22.5K 0.77% 35
2023
Q2 		$1.84M Sell
8,142
-75
-0.9% -$15.6K 0.82% 31
2023
Q1 		$1.64M Sell
8,217
-475
-5% -$96.5K 0.79% 34
2022
Q4 		$1.73M Sell
8,692
-160
-2% -$32K 0.88% 33
2022
Q3 		$1.66M Sell
8,852
-425
-5% -$82.8K 0.88% 32
2022
Q2 		$1.62M Sell
9,277
-370
-4% -$71.3K 1.01% 28
2022
Q1 		$1.95M Sell
9,647
-630
-6% -$145K 0.81% 31
2021
Q4 		$2.66M Sell
10,277
-450
-4% -$107K 1.04% 25
2021
Q3 		$2.18M Sell
10,727
-430
-4% -$85.7K 0.99% 26
2021
Q2 		$2.16M Sell
11,157
-415
-4% -$81.2K 0.98% 28
2021
Q1 		$2.2M Sell
11,572
-2,837
-20% -$487K 1.09% 25
2020
Q4 		$2.31M Sell
14,409
-573
-4% -$93.1K 1.35% 21
2020
Q3 		$2.48M Sell
14,982
-2,113
-12% -$325K 2.85% 11
2020
Q2 		$2.31M Sell
17,095
-620
-3% -$70.8K 2.85% 12
2020
Q1 		$1.52M Buy
17,715
+255
+1% +$27.9K 1.41% 17
2019
Q4 		$2.09M Sell
17,460
-1,000
-5% -$114K 1.42% 19
2019
Q3 		$2.03M Buy
18,460
+280
+2% +$29.6K 1.52% 19
2019
Q2 		$1.83M Buy
18,180
+20
+0.1% +$2.11K 1.49% 21
2019
Q1 		$1.99M Sell
18,160
-210
-1% -$21K 1.52% 22
2018
Q4 		$1.7M Buy
18,370
+348
+2% +$33.6K 1.46% 21
2018
Q3 		$2.07M Sell
18,022
-810
-4% -$84.4K 1.5% 17
2018
Q2 		$1.8M Sell
18,832
-85
-0.4% -$7.69K 1.55% 20
2018
Q1 		$1.66M Buy
18,917
+702
+4% +$66.4K 1.33% 21
2017
Q4 		$1.69M Buy
18,215
+2,195
+14% +$181K 1.28% 24
2017
Q3 		$1.28M Buy
16,020
+4,965
+45% +$380K 1% 34
2017
Q2 		$857K Buy
11,055
+6,160
+126% +$503K 0.7% 49
2017
Q1 		$402K Buy
4,895
+105
+2% +$8.04K 0.33% 74
2016
Q4 		$341K Buy
4,790
+2,005
+72% +$142K 0.3% 78
2016
Q3 		$201K Buy
2,785
+935
+51% +$72.7K 0.18% 100
2016
Q2 		$146K Buy
+1,850
New +$143K 0.13% 114

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

Westbourne Investment Advisors's LOW Position: Q1 2026 in Review

Westbourne Investment Advisors reduced its Lowe's Companies (LOW) stake by 15% in Q1 2026, selling an estimated $287K and leaving 6,354 shares worth $1.5M. The position accounts for 0.44% of the portfolio, ranked #41.

Westbourne Investment Advisors first reported a position in LOW in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.66M in Q4 2021. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Westbourne Investment Advisors held 6,354 shares of Lowe's Companies worth $1.5M as of Q1 2026.
  • Westbourne Investment Advisors sold 1,100 Lowe's Companies shares in Q1 2026, an estimated $287K.
  • Lowe's Companies made up 0.44% of Westbourne Investment Advisors's portfolio in Q1 2026, its #41 holding.
  • Westbourne Investment Advisors first reported a position in Lowe's Companies in Q2 2016 and has held it in 40 quarters since.
  • Westbourne Investment Advisors's Lowe's Companies position peaked at $2.66M in Q4 2021.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.