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AGH Wealth Advisors’s Lowe's Companies LOW Stock Holding History

AGH Wealth 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 		$310K Sell
1,314
-9
-0.7% -$2.35K 0.23% 84
2025
Q4 		$319K Sell
1,323
-138
-9% -$33.1K 0.24% 77
2025
Q3 		$367K Buy
1,461
+1
+0.1% +$246 0.27% 73
2025
Q2 		$324K Buy
1,460
+2
+0.1% +$446 0.27% 81
2025
Q1 		$340K Sell
1,458
-28
-2% -$6.89K 0.33% 71
2024
Q4 		$367K Buy
+1,486
New +$397K 0.34% 68

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

AGH Wealth Advisors's LOW Position: Q1 2026 in Review

AGH Wealth Advisors reduced its Lowe's Companies (LOW) stake by 0.68% in Q1 2026, selling an estimated $2.35K and leaving 1,314 shares worth $310K. The position accounts for 0.23% of the portfolio, ranked #84.

AGH Wealth Advisors first reported a position in LOW in Q4 2024 and has held it in 6 quarters since. The position peaked at $367K in Q3 2025. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • AGH Wealth Advisors held 1,314 shares of Lowe's Companies worth $310K as of Q1 2026.
  • AGH Wealth Advisors sold 9 Lowe's Companies shares in Q1 2026, an estimated $2.35K.
  • Lowe's Companies made up 0.23% of AGH Wealth Advisors's portfolio in Q1 2026, its #84 holding.
  • AGH Wealth Advisors first reported a position in Lowe's Companies in Q4 2024 and has held it in 6 quarters since.
  • AGH Wealth Advisors's Lowe's Companies position peaked at $367K in Q3 2025.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.