Apella Capital
LOW icon

Apella Capital’s Lowe's Companies LOW Stock Holding History

Apella Capital’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
Q3 		$605K Buy
3,331
+598
+22% +$124K 0.01% 474
2026
Q2 		$604K Sell
2,733
-80
-3% -$18.2K 0.01% 440
2026
Q1 		$708K Buy
2,813
+1,114
+66% +$291K 0.01% 406
2025
Q4 		$410K Sell
1,699
-44
-3% -$10.6K 0.01% 395
2025
Q3 		$424K Buy
1,743
+410
+31% +$101K 0.01% 350
2025
Q2 		$300K Buy
1,333
+12
+0.9% +$2.68K 0.01% 353
2025
Q1 		$295K Buy
1,321
+293
+29% +$72.1K 0.01% 308
2024
Q4 		$254K Buy
+1,028
New +$275K 0.01% 304

Other funds holding LOW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Apella Capital's LOW Position: Q3 2026 in Review

Apella Capital increased its Lowe's Companies (LOW) stake by 22% in Q3 2026, buying an estimated $124K and bringing the position to 3,331 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #474.

Apella Capital first reported a position in LOW in Q4 2024 and has held it in 8 quarters since. The position peaked at $708K in Q1 2026. 1,952 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Apella Capital held 3,331 shares of Lowe's Companies worth $605K as of Q3 2026.
  • Apella Capital bought 598 Lowe's Companies shares in Q3 2026, an estimated $124K.
  • Lowe's Companies made up 0.01% of Apella Capital's portfolio in Q3 2026, its #474 holding.
  • Apella Capital first reported a position in Lowe's Companies in Q4 2024 and has held it in 8 quarters since.
  • Apella Capital's Lowe's Companies position peaked at $708K in Q1 2026.
  • 1,952 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.