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Whitney & Co’s Lowe's Companies LOW Stock Holding History

Whitney & 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
Q2 		$12.3M Buy
55,956
+637
+1% +$145K 0.9% 33
2026
Q1 		$13.1M Buy
55,319
+119
+0.2% +$31K 1.09% 31
2025
Q4 		$13.3M Buy
55,200
+150
+0.3% +$36K 1.06% 31
2025
Q3 		$13.8M Sell
55,050
-408
-0.7% -$100K 1.25% 23
2025
Q2 		$12.3M Sell
55,458
-30
-0.1% -$6.7K 1.21% 28
2025
Q1 		$12.9M Buy
55,488
+594
+1% +$146K 1.38% 25
2024
Q4 		$13.5M Buy
54,894
+146
+0.3% +$39K 1.42% 25
2024
Q3 		$14.8M Buy
54,748
+248
+0.5% +$60.1K 1.59% 23
2024
Q2 		$12M Sell
54,500
-788
-1% -$180K 1.38% 26
2024
Q1 		$14.1M Sell
55,288
-125
-0.2% -$28.7K 1.68% 22
2023
Q4 		$12.3M Buy
55,413
+53
+0.1% +$10.7K 1.6% 24
2023
Q3 		$11.5M Sell
55,360
-442
-0.8% -$99.4K 1.73% 20
2023
Q2 		$12.6M Sell
55,802
-249
-0.4% -$51.8K 1.81% 21
2023
Q1 		$11.2M Buy
56,051
+129
+0.2% +$26.2K 1.78% 20
2022
Q4 		$11.1M Sell
55,922
-11,985
-18% -$2.4M 2.05% 15
2022
Q3 		$12.8M Buy
67,907
+92
+0.1% +$17.9K 2.48% 11
2022
Q2 		$11.8M Buy
67,815
+148
+0.2% +$28.5K 2.15% 13
2022
Q1 		$13.7M Buy
67,667
+239
+0.4% +$55K 2.1% 12
2021
Q4 		$17.4M Sell
67,428
-908
-1% -$216K 2.56% 6
2021
Q3 		$13.9M Buy
68,336
+598
+0.9% +$119K 2.22% 11
2021
Q2 		$13.1M Buy
67,738
+885
+1% +$173K 2.1% 13
2021
Q1 		$12.7M Buy
66,853
+309
+0.5% +$53K 2.23% 11
2020
Q4 		$11.6M Sell
66,544
-242
-0.4% -$39.3K 1.86% 15
2020
Q3 		$11.1M Sell
66,786
-600
-0.9% -$92.4K 2.08% 12
2020
Q2 		$9.11M Sell
67,386
-5,920
-8% -$676K 1.86% 17
2020
Q1 		$6.31M Buy
73,306
+935
+1% +$102K 1.56% 21
2019
Q4 		$8.67M Buy
72,371
+460
+0.6% +$52.6K 1.73% 16
2019
Q3 		$8.1M Buy
71,911
+2,261
+3% +$239K 1.69% 17
2019
Q2 		$7.03M Buy
69,650
+415
+0.6% +$43.8K 1.58% 24
2019
Q1 		$7.83M Buy
69,235
+1,023
+1% +$102K 1.77% 19
2018
Q4 		$6.68M Buy
68,212
+1,865
+3% +$180K 1.71% 22
2018
Q3 		$6.6M Buy
66,347
+1,954
+3% +$204K 1.59% 23
2018
Q2 		$6.15M Buy
64,393
+1,516
+2% +$137K 1.64% 19
2018
Q1 		$5.52M Buy
62,877
+1,477
+2% +$140K 1.58% 22
2017
Q4 		$5.71M Buy
61,400
+1,965
+3% +$162K 1.65% 20
2017
Q3 		$4.61M Buy
59,435
+20
+0% +$1.53K 1.55% 25
2017
Q2 		$4.61M Buy
59,415
+56,815
+2,185% +$4.64M 1.51% 26
2017
Q1 		$214K Buy
+2,600
New +$199K 0.08% 93
2016
Q3 		– Sell
-2,700
Closed -$214K – 102
2016
Q2 		$214K Hold
2,700
– – 0.09% 100
2016
Q1 		$205K Sell
2,700
-400
-13% -$28.2K 0.09% 98
2015
Q4 		$236K Hold
3,100
– – 0.1% 102
2015
Q3 		$214K Hold
3,100
– – 0.1% 103
2015
Q2 		$208K Hold
3,100
– – 0.09% 101
2015
Q1 		$231K Hold
3,100
– – 0.1% 97
2014
Q4 		$213K Buy
+3,100
New +$186K 0.1% 99

Other funds holding LOW

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Whitney & Co's LOW Position: Q2 2026 in Review

Whitney & Co increased its Lowe's Companies (LOW) stake by 1.2% in Q2 2026, buying an estimated $145K and bringing the position to 55,956 shares worth $12.3M. The position accounts for 0.9% of the portfolio, ranked #33.

Whitney & Co first reported a position in LOW in Q4 2014 and has held it in 45 quarters since. The position peaked at $17.4M in Q4 2021. 1,233 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Whitney & Co held 55,956 shares of Lowe's Companies worth $12.3M as of Q2 2026.
  • Whitney & Co bought 637 Lowe's Companies shares in Q2 2026, an estimated $145K.
  • Lowe's Companies made up 0.9% of Whitney & Co's portfolio in Q2 2026, its #33 holding.
  • Whitney & Co first reported a position in Lowe's Companies in Q4 2014 and has held it in 45 quarters since.
  • Whitney & Co's Lowe's Companies position peaked at $17.4M in Q4 2021.
  • 1,233 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.