AFA
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Allium Financial Advisors’s Lowe's Companies LOW Stock Holding History

Allium Financial 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
Q2 		$273K Buy
1,237
+2
+0.2% +$454 0.18% 65
2026
Q1 		$292K Hold
1,235
– – 0.23% 59
2025
Q4 		$298K Buy
1,235
+10
+0.8% +$2.4K 0.24% 55
2025
Q3 		$308K Sell
1,225
-28
-2% -$6.88K 0.25% 55
2025
Q2 		$278K Sell
1,253
-9
-0.7% -$2.01K 0.24% 65
2025
Q1 		$294K Buy
+1,262
New +$311K 0.27% 55

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

Allium Financial Advisors's LOW Position: Q2 2026 in Review

Allium Financial Advisors increased its Lowe's Companies (LOW) stake by 0.16% in Q2 2026, buying an estimated $454 and bringing the position to 1,237 shares worth $273K. The position accounts for 0.18% of the portfolio, ranked #65.

Allium Financial Advisors first reported a position in LOW in Q1 2025 and has held it in 6 quarters since. The position peaked at $308K in Q3 2025. 2,648 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Allium Financial Advisors held 1,237 shares of Lowe's Companies worth $273K as of Q2 2026.
  • Allium Financial Advisors bought 2 Lowe's Companies shares in Q2 2026, an estimated $454.
  • Lowe's Companies made up 0.18% of Allium Financial Advisors's portfolio in Q2 2026, its #65 holding.
  • Allium Financial Advisors first reported a position in Lowe's Companies in Q1 2025 and has held it in 6 quarters since.
  • Allium Financial Advisors's Lowe's Companies position peaked at $308K in Q3 2025.
  • 2,648 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.