AAS
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Annex Advisory Services’s Lowe's Companies LOW Stock Holding History

Annex Advisory Services’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 		$367K Sell
1,665
-260
-14% -$59K 0.01% 282
2026
Q1 		$455K Sell
1,925
-81
-4% -$21.1K 0.01% 264
2025
Q4 		$484K Buy
2,006
+34
+2% +$8.16K 0.01% 249
2025
Q3 		$496K Buy
1,972
+39
+2% +$9.58K 0.01% 220
2025
Q2 		$429K Sell
1,933
-128
-6% -$28.6K 0.01% 228
2025
Q1 		$481K Sell
2,061
-62
-3% -$15.3K 0.01% 215
2024
Q4 		$524K Buy
2,123
+695
+49% +$186K 0.02% 208
2024
Q3 		$387K Sell
1,428
-100
-7% -$24.2K 0.01% 207
2024
Q2 		$337K Buy
1,528
+129
+9% +$29.4K 0.01% 218
2024
Q1 		$356K Sell
1,399
-188
-12% -$43.2K 0.01% 211
2023
Q4 		$353K Buy
1,587
+179
+13% +$36.3K 0.01% 199
2023
Q3 		$293K Buy
1,408
+169
+14% +$38K 0.02% 199
2023
Q2 		$280K Sell
1,239
-320
-21% -$66.6K 0.02% 203
2023
Q1 		$312K Sell
1,559
-153
-9% -$31.1K 0.02% 180
2022
Q4 		$341K Buy
1,712
+145
+9% +$29K 0.02% 177
2022
Q3 		$294K Sell
1,567
-58
-4% -$11.3K 0.02% 179
2022
Q2 		$284K Sell
1,625
-61
-4% -$11.8K 0.02% 198
2022
Q1 		$341K Buy
1,686
+110
+7% +$25.3K 0.02% 182
2021
Q4 		$407K Buy
1,576
+317
+25% +$75.4K 0.03% 169
2021
Q3 		$255K Sell
1,259
-210
-14% -$41.9K 0.02% 177
2021
Q2 		$283K Buy
1,469
+53
+4% +$10.4K 0.02% 182
2021
Q1 		$270K Sell
1,416
-121
-8% -$20.8K 0.03% 169
2020
Q4 		$247K Buy
1,537
+27
+2% +$4.39K 0.02% 166
2020
Q3 		$251K Buy
+1,510
New +$233K 0.03% 119
2018
Q4 		– Sell
-1,804
Closed -$207K – 136
2018
Q3 		$207K Buy
+1,804
New +$188K 0.03% 125

Other funds holding LOW

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Annex Advisory Services's LOW Position: Q2 2026 in Review

Annex Advisory Services reduced its Lowe's Companies (LOW) stake by 14% in Q2 2026, selling an estimated $59K and leaving 1,665 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #282.

Annex Advisory Services first reported a position in LOW in Q3 2018 and has held it in 25 quarters since. The position peaked at $524K in Q4 2024. 481 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Annex Advisory Services held 1,665 shares of Lowe's Companies worth $367K as of Q2 2026.
  • Annex Advisory Services sold 260 Lowe's Companies shares in Q2 2026, an estimated $59K.
  • Lowe's Companies made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #282 holding.
  • Annex Advisory Services first reported a position in Lowe's Companies in Q3 2018 and has held it in 25 quarters since.
  • Annex Advisory Services's Lowe's Companies position peaked at $524K in Q4 2024.
  • 481 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.