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Williams Jones Wealth Management’s Lowe's Companies LOW Stock Holding History

Williams Jones Wealth Management’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 		$24.8M Hold
104,889
– – 0.3% 60
2025
Q4 		$25.3M Sell
104,889
-1,591
-1% -$382K 0.29% 60
2025
Q3 		$26.8M Sell
106,480
-135
-0.1% -$33.2K 0.31% 60
2025
Q2 		$23.7M Sell
106,615
-1,916
-2% -$428K 0.28% 62
2025
Q1 		$25.3M Sell
108,531
-4,191
-4% -$1.03M 0.32% 57
2024
Q4 		$27.8M Sell
112,722
-2,194
-2% -$586K 0.34% 54
2024
Q3 		$31.1M Buy
114,916
+12
+0% +$2.91K 0.36% 52
2024
Q2 		$25.3M Buy
114,904
+104
+0.1% +$23.7K 0.31% 59
2024
Q1 		$29.2M Buy
114,800
+84
+0.1% +$19.3K 0.37% 59
2023
Q4 		$25.5M Sell
114,716
-490
-0.4% -$99.3K 0.36% 60
2023
Q3 		$23.9M Sell
115,206
-7,091
-6% -$1.6M 0.37% 61
2023
Q2 		$27.6M Sell
122,297
-7,289
-6% -$1.52M 0.41% 51
2023
Q1 		$25.9M Sell
129,586
-94
-0.1% -$19.1K 0.41% 53
2022
Q4 		$25.8M Buy
129,680
+23
+0% +$4.6K 0.43% 50
2022
Q3 		$24.4M Buy
129,657
+772
+0.6% +$150K 0.42% 50
2022
Q2 		$22.5M Buy
128,885
+1,151
+0.9% +$222K 0.36% 56
2022
Q1 		$25.8M Sell
127,734
-172
-0.1% -$39.6K 0.36% 57
2021
Q4 		$33.1M Sell
127,906
-1,504
-1% -$358K 0.41% 54
2021
Q3 		$26.3M Sell
129,410
-203
-0.2% -$40.5K 0.37% 56
2021
Q2 		$25.1M Buy
129,613
+33
+0% +$6.46K 0.35% 59
2021
Q1 		$24.6M Buy
129,580
+1,462
+1% +$251K 0.39% 56
2020
Q4 		$20.6M Buy
128,118
+208
+0.2% +$33.8K 0.34% 59
2020
Q3 		$21.2M Sell
127,910
-2,364
-2% -$364K 0.39% 55
2020
Q2 		$17.6M Buy
130,274
+195
+0.1% +$22.3K 0.36% 56
2020
Q1 		$11.2M Buy
130,079
+218
+0.2% +$23.8K 0.29% 63
2019
Q4 		$15.6M Buy
129,861
+230
+0.2% +$26.3K 0.3% 71
2019
Q3 		$14.3M Buy
+129,631
New +$13.7M 0.29% 72

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

Williams Jones Wealth Management's LOW Position: Q1 2026 in Review

Williams Jones Wealth Management held its Lowe's Companies (LOW) position steady in Q1 2026 at 104,889 shares worth $24.8M. The position accounts for 0.3% of the portfolio, ranked #60.

Williams Jones Wealth Management first reported a position in LOW in Q3 2019 and has held it in 27 quarters since. The position peaked at $33.1M in Q4 2021. 2,682 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Williams Jones Wealth Management held 104,889 shares of Lowe's Companies worth $24.8M as of Q1 2026.
  • Williams Jones Wealth Management left its Lowe's Companies share count unchanged in Q1 2026.
  • Lowe's Companies made up 0.3% of Williams Jones Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Williams Jones Wealth Management first reported a position in Lowe's Companies in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Lowe's Companies position peaked at $33.1M in Q4 2021.
  • 2,682 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.