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Advisor OS’s Lowe's Companies LOW Stock Holding History

Advisor OS’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 		$457K Sell
2,075
-429
-17% -$97.4K 0.03% 336
2026
Q1 		$592K Sell
2,504
-144
-5% -$37.6K 0.04% 269
2025
Q4 		$639K Buy
2,648
+1,166
+79% +$280K 0.05% 246
2025
Q3 		$373K Buy
1,482
+78
+6% +$19.2K 0.03% 328
2025
Q2 		$312K Buy
1,404
+479
+52% +$107K 0.03% 349
2025
Q1 		$216K Sell
925
-398
-30% -$97.9K 0.02% 393
2024
Q4 		$326K Buy
1,323
+167
+14% +$44.6K 0.04% 303
2024
Q3 		$313K Buy
1,156
+172
+17% +$41.7K 0.03% 318
2024
Q2 		$217K Sell
984
-8
-0.8% -$1.82K 0.02% 359
2024
Q1 		$253K Sell
992
-25
-2% -$5.75K 0.03% 337
2023
Q4 		$226K Buy
+1,017
New +$206K 0.03% 304

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisor OS's LOW Position: Q2 2026 in Review

Advisor OS reduced its Lowe's Companies (LOW) stake by 17% in Q2 2026, selling an estimated $97.4K and leaving 2,075 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #336.

Advisor OS first reported a position in LOW in Q4 2023 and has held it in 11 quarters since. The position peaked at $639K in Q4 2025. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Advisor OS held 2,075 shares of Lowe's Companies worth $457K as of Q2 2026.
  • Advisor OS sold 429 Lowe's Companies shares in Q2 2026, an estimated $97.4K.
  • Lowe's Companies made up 0.03% of Advisor OS's portfolio in Q2 2026, its #336 holding.
  • Advisor OS first reported a position in Lowe's Companies in Q4 2023 and has held it in 11 quarters since.
  • Advisor OS's Lowe's Companies position peaked at $639K in Q4 2025.
  • 2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.