YHB Investment Advisors’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 | $1.89M | Sell |
8,557
-89
| -1% | -$20.2K | 0.12% | 134 |
|
|
2026
Q1 | $2.04M | Sell |
8,646
-37
| -0.4% | -$9.65K | 0.15% | 123 |
|
|
2025
Q4 | $2.09M | Sell |
8,683
-3
| -0% | -$720 | 0.14% | 122 |
|
|
2025
Q3 | $2.18M | Sell |
8,686
-7
| -0.1% | -$1.72K | 0.16% | 115 |
|
|
2025
Q2 | $1.93M | Sell |
8,693
-12
| -0.1% | -$2.68K | 0.15% | 125 |
|
|
2025
Q1 | $2.03M | Sell |
8,705
-183
| -2% | -$45K | 0.17% | 123 |
|
|
2024
Q4 | $2.19M | Sell |
8,888
-25
| -0.3% | -$6.68K | 0.18% | 111 |
|
|
2024
Q3 | $2.41M | Sell |
8,913
-90
| -1% | -$21.8K | 0.2% | 101 |
|
|
2024
Q2 | $1.98M | Buy |
9,003
+15
| +0.2% | +$3.42K | 0.17% | 117 |
|
|
2024
Q1 | $2.29M | Sell |
8,988
-25
| -0.3% | -$5.75K | 0.2% | 107 |
|
|
2023
Q4 | $2.01M | Buy |
9,013
+50
| +0.6% | +$10.1K | 0.19% | 110 |
|
|
2023
Q3 | $1.86M | Sell |
8,963
-25
| -0.3% | -$5.62K | 0.17% | 115 |
|
|
2023
Q2 | $2.03M | Sell |
8,988
-60
| -0.7% | -$12.5K | 0.19% | 117 |
|
|
2023
Q1 | $1.81M | Sell |
9,048
-170
| -2% | -$34.5K | 0.18% | 111 |
|
|
2022
Q4 | $1.84M | Sell |
9,218
-69
| -0.7% | -$13.8K | 0.2% | 108 |
|
|
2022
Q3 | $1.74M | Sell |
9,287
-343
| -4% | -$66.8K | 0.19% | 109 |
|
|
2022
Q2 | $1.68M | Sell |
9,630
-172
| -2% | -$33.2K | 0.18% | 115 |
|
|
2022
Q1 | $1.98M | Hold |
9,802
| – | – | 0.18% | 116 |
|
|
2021
Q4 | $2.53M | Buy |
9,802
+45
| +0.5% | +$10.7K | 0.2% | 109 |
|
|
2021
Q3 | $1.98M | Sell |
9,757
-739
| -7% | -$147K | 0.17% | 120 |
|
|
2021
Q2 | $2.04M | Sell |
10,496
-5
| -0% | -$978 | 0.17% | 122 |
|
|
2021
Q1 | $2.19M | Sell |
10,501
-90
| -0.8% | -$15.4K | 0.19% | 117 |
|
|
2020
Q4 | $1.7M | Sell |
10,591
-514
| -5% | -$83.5K | 0.16% | 126 |
|
|
2020
Q3 | $1.84M | Sell |
11,105
-5,585
| -33% | -$860K | 0.2% | 111 |
|
|
2020
Q2 | $2.25M | Hold |
16,690
| – | – | 0.33% | 76 |
|
|
2020
Q1 | $1.44M | Sell |
16,690
-238
| -1% | -$26K | 0.25% | 85 |
|
|
2019
Q4 | $2.03M | Buy |
16,928
+43
| +0.3% | +$4.92K | 0.29% | 81 |
|
|
2019
Q3 | $1.86M | Sell |
16,885
-50
| -0.3% | -$5.28K | 0.28% | 86 |
|
|
2019
Q2 | $1.71M | Buy |
16,935
+25
| +0.1% | +$2.64K | 0.27% | 92 |
|
|
2019
Q1 | $1.85M | Sell |
16,910
-295
| -2% | -$29.4K | 0.29% | 91 |
|
|
2018
Q4 | $1.59M | Buy |
17,205
+4,800
| +39% | +$463K | 0.28% | 90 |
|
|
2018
Q3 | $1.42M | Sell |
12,405
-440
| -3% | -$45.8K | 0.22% | 104 |
|
|
2018
Q2 | $1.23M | Hold |
12,845
| – | – | 0.2% | 109 |
|
|
2018
Q1 | $1.13M | Sell |
12,845
-1,625
| -11% | -$154K | 0.19% | 109 |
|
|
2017
Q4 | $1.34M | Sell |
14,470
-139
| -1% | -$11.5K | 0.23% | 101 |
|
|
2017
Q3 | $1.17M | Sell |
14,609
-7,275
| -33% | -$557K | 0.21% | 103 |
|
|
2017
Q2 | $1.7M | Buy |
21,884
+4,549
| +26% | +$372K | 0.29% | 86 |
|
|
2017
Q1 | $1.47M | Sell |
17,335
-1,595
| -8% | -$122K | 0.28% | 87 |
|
|
2016
Q4 | $1.35M | Buy |
18,930
+5,010
| +36% | +$354K | 0.28% | 89 |
|
|
2016
Q3 | $1M | Sell |
13,920
-4,350
| -24% | -$338K | 0.24% | 96 |
|
|
2016
Q2 | $1.45M | Buy |
18,270
+4,325
| +31% | +$335K | 0.32% | 83 |
|
|
2016
Q1 | $1.06M | Sell |
13,945
-4,401
| -24% | -$311K | 0.29% | 87 |
|
|
2015
Q4 | $1.4M | Sell |
18,346
-509
| -3% | -$37.8K | 0.32% | 85 |
|
|
2015
Q3 | $1.3M | Buy |
18,855
+27
| +0.1% | +$1.86K | 0.31% | 90 |
|
|
2015
Q2 | $1.26M | Buy |
18,828
+3
| +0% | +$214 | 0.28% | 97 |
|
|
2015
Q1 | $1.4M | Sell |
18,825
-500
| -3% | -$35.8K | 0.31% | 86 |
|
|
2014
Q4 | $1.33M | Sell |
19,325
-200
| -1% | -$12K | 0.3% | 88 |
|
|
2014
Q3 | $1.03M | Sell |
19,525
-350
| -2% | -$17.7K | 0.25% | 97 |
|
|
2014
Q2 | $954K | Buy |
19,875
+283
| +1% | +$13.2K | 0.23% | 98 |
|
|
2014
Q1 | $958K | Buy |
19,592
+200
| +1% | +$9.65K | 0.24% | 97 |
|
|
2013
Q4 | $961K | Buy |
19,392
+67
| +0.3% | +$3.25K | 0.26% | 96 |
|
|
2013
Q3 | $920K | Sell |
19,325
-100
| -0.5% | -$4.54K | 0.27% | 96 |
|
|
2013
Q2 | $794K | Buy |
+19,425
| New | +$782K | 0.25% | 101 |
|
Other funds holding LOW
SCI
SIC
PAM
DC
BCWM
MIHAS
HCP
YHB Investment Advisors's LOW Position: Q2 2026 in Review
YHB Investment Advisors reduced its Lowe's Companies (LOW) stake by 1% in Q2 2026, selling an estimated $20.2K and leaving 8,557 shares worth $1.89M. The position accounts for 0.12% of the portfolio, ranked #134.
YHB Investment Advisors first reported a position in LOW in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.53M in Q4 2021. 854 funds tracked by Wall St. Rank hold LOW as of Q2 2026.
- YHB Investment Advisors held 8,557 shares of Lowe's Companies worth $1.89M as of Q2 2026.
- YHB Investment Advisors sold 89 Lowe's Companies shares in Q2 2026, an estimated $20.2K.
- Lowe's Companies made up 0.12% of YHB Investment Advisors's portfolio in Q2 2026, its #134 holding.
- YHB Investment Advisors first reported a position in Lowe's Companies in Q2 2013 and has held it in 53 quarters since.
- YHB Investment Advisors's Lowe's Companies position peaked at $2.53M in Q4 2021.
- 854 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.
Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.