AWS
LOW icon

Aspen Wealth Strategies’s Lowe's Companies LOW Stock Holding History

Aspen Wealth Strategies’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 		$299K Sell
1,356
-14
-1% -$3.18K 0.14% 73
2026
Q1 		$324K Buy
1,370
+30
+2% +$7.82K 0.17% 70
2025
Q4 		$323K Buy
1,340
+9
+0.7% +$2.16K 0.18% 66
2025
Q3 		$334K Buy
1,331
+188
+16% +$46.2K 0.19% 67
2025
Q2 		$254K Buy
1,143
+112
+11% +$25K 0.15% 74
2025
Q1 		$240K Buy
1,031
+12
+1% +$2.95K 0.16% 77
2024
Q4 		$251K Sell
1,019
-65
-6% -$17.4K 0.16% 70
2024
Q3 		$294K Sell
1,084
-38
-3% -$9.2K 0.19% 69
2024
Q2 		$273K Buy
1,122
+11
+1% +$2.51K 0.19% 64
2024
Q1 		$283K Hold
1,111
– – 0.2% 61
2023
Q4 		$247K Hold
1,111
– – 0.18% 71
2023
Q3 		$231K Buy
1,111
+12
+1% +$2.7K 0.18% 67
2023
Q2 		$248K Buy
+1,099
New +$229K 0.19% 68

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

Aspen Wealth Strategies's LOW Position: Q2 2026 in Review

Aspen Wealth Strategies reduced its Lowe's Companies (LOW) stake by 1% in Q2 2026, selling an estimated $3.18K and leaving 1,356 shares worth $299K. The position accounts for 0.14% of the portfolio, ranked #73.

Aspen Wealth Strategies first reported a position in LOW in Q2 2023 and has held it in 13 quarters since. The position peaked at $334K in Q3 2025. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Aspen Wealth Strategies held 1,356 shares of Lowe's Companies worth $299K as of Q2 2026.
  • Aspen Wealth Strategies sold 14 Lowe's Companies shares in Q2 2026, an estimated $3.18K.
  • Lowe's Companies made up 0.14% of Aspen Wealth Strategies's portfolio in Q2 2026, its #73 holding.
  • Aspen Wealth Strategies first reported a position in Lowe's Companies in Q2 2023 and has held it in 13 quarters since.
  • Aspen Wealth Strategies's Lowe's Companies position peaked at $334K in Q3 2025.
  • 2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.