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

Aprio 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
Q3 		$741K Sell
4,020
-667
-14% -$138K 0.03% 320
2026
Q2 		$1.03M Sell
4,687
-449
-9% -$102K 0.05% 229
2026
Q1 		$1.21M Buy
5,136
+697
+16% +$182K 0.07% 172
2025
Q4 		$1.34M Sell
4,439
-89
-2% -$21.4K 0.08% 159
2025
Q3 		$1.14M Buy
4,528
+697
+18% +$171K 0.11% 115
2025
Q2 		$850K Buy
3,831
+526
+16% +$117K 0.1% 122
2025
Q1 		$771K Buy
3,305
+192
+6% +$47.2K 0.1% 131
2024
Q4 		$768K Buy
3,113
+783
+34% +$209K 0.11% 102
2024
Q3 		$631K Buy
2,330
+452
+24% +$109K 0.1% 108
2024
Q2 		$414K Sell
1,878
-14
-0.7% -$3.19K 0.08% 122
2024
Q1 		$482K Buy
1,892
+495
+35% +$114K 0.09% 104
2023
Q4 		$311K Buy
1,397
+153
+12% +$31K 0.07% 132
2023
Q3 		$259K Buy
1,244
+51
+4% +$11.5K 0.07% 126
2023
Q2 		$269K Buy
+1,193
New +$248K 0.07% 118

Other funds holding LOW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Aprio Wealth Management's LOW Position: Q3 2026 in Review

Aprio Wealth Management reduced its Lowe's Companies (LOW) stake by 14% in Q3 2026, selling an estimated $138K and leaving 4,020 shares worth $741K. The position accounts for 0.03% of the portfolio, ranked #320.

Aprio Wealth Management first reported a position in LOW in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.34M in Q4 2025. 2,185 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Aprio Wealth Management held 4,020 shares of Lowe's Companies worth $741K as of Q3 2026.
  • Aprio Wealth Management sold 667 Lowe's Companies shares in Q3 2026, an estimated $138K.
  • Lowe's Companies made up 0.03% of Aprio Wealth Management's portfolio in Q3 2026, its #320 holding.
  • Aprio Wealth Management first reported a position in Lowe's Companies in Q2 2023 and has held it in 14 quarters since.
  • Aprio Wealth Management's Lowe's Companies position peaked at $1.34M in Q4 2025.
  • 2,185 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.