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Allen Wealth Management’s Lowe's Companies LOW Stock Holding History

Allen 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
Q2 		$202K Sell
918
-150
-14% -$34.1K 0.1% 60
2026
Q1 		$252K Sell
1,068
-133
-11% -$34.7K 0.13% 56
2025
Q4 		$290K Sell
1,201
-50
-4% -$12K 0.17% 53
2025
Q3 		$314K Buy
1,251
+150
+14% +$36.9K 0.21% 48
2025
Q2 		$244K Sell
1,101
-100
-8% -$22.3K 0.17% 55
2025
Q1 		$280K Hold
1,201
– – 0.19% 52
2024
Q4 		$296K Hold
1,201
– – 0.21% 49
2024
Q3 		$325K Sell
1,201
-13
-1% -$3.15K 0.23% 47
2024
Q2 		$268K Buy
1,214
+163
+16% +$37.2K 0.24% 50
2024
Q1 		$268K Buy
1,051
+150
+17% +$34.5K 0.24% 53
2023
Q4 		$201K Buy
+901
New +$183K 0.2% 52

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
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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Allen Wealth Management's LOW Position: Q2 2026 in Review

Allen Wealth Management reduced its Lowe's Companies (LOW) stake by 14% in Q2 2026, selling an estimated $34.1K and leaving 918 shares worth $202K. The position accounts for 0.1% of the portfolio, ranked #60.

Allen Wealth Management first reported a position in LOW in Q4 2023 and has held it in 11 quarters since. The position peaked at $325K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Allen Wealth Management held 918 shares of Lowe's Companies worth $202K as of Q2 2026.
  • Allen Wealth Management sold 150 Lowe's Companies shares in Q2 2026, an estimated $34.1K.
  • Lowe's Companies made up 0.1% of Allen Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Allen Wealth Management first reported a position in Lowe's Companies in Q4 2023 and has held it in 11 quarters since.
  • Allen Wealth Management's Lowe's Companies position peaked at $325K in Q3 2024.
  • 1,190 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.