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AssuredPartners Investment Advisors’s Lowe's Companies LOW Stock Holding History

AssuredPartners Investment 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 		$744K Sell
3,375
-88
-3% -$20K 0.07% 217
2026
Q1 		$815K Sell
3,463
-2,022
-37% -$527K 0.09% 208
2025
Q4 		$1.32M Buy
5,485
+2,566
+88% +$616K 0.2% 119
2025
Q3 		$734K Buy
2,919
+1,262
+76% +$310K 0.16% 104
2025
Q2 		$368K Sell
1,657
-3,485
-68% -$778K 0.09% 165
2025
Q1 		$1.2M Buy
5,142
+42
+0.8% +$10.3K 0.23% 108
2024
Q4 		$1.26M Buy
+5,100
New +$1.36M 0.25% 98

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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's LOW Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Lowe's Companies (LOW) stake by 2.5% in Q2 2026, selling an estimated $20K and leaving 3,375 shares worth $744K. The position accounts for 0.07% of the portfolio, ranked #217.

AssuredPartners Investment Advisors first reported a position in LOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q4 2025. 2,657 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • AssuredPartners Investment Advisors held 3,375 shares of Lowe's Companies worth $744K as of Q2 2026.
  • AssuredPartners Investment Advisors sold 88 Lowe's Companies shares in Q2 2026, an estimated $20K.
  • Lowe's Companies made up 0.07% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #217 holding.
  • AssuredPartners Investment Advisors first reported a position in Lowe's Companies in Q4 2024 and has held it in 7 quarters since.
  • AssuredPartners Investment Advisors's Lowe's Companies position peaked at $1.32M in Q4 2025.
  • 2,657 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.