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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssuredPartners Investment Advisors's LOW Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Lowe's Companies (LOW) stake by 37% in Q1 2026, selling an estimated $527K and leaving 3,463 shares worth $815K. The position accounts for 0.09% of the portfolio, ranked #208.

AssuredPartners Investment Advisors first reported a position in LOW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.32M in Q4 2025. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

AssuredPartners Investment Advisors held 3,463 shares of Lowe's Companies worth $815K as of Q1 2026.
AssuredPartners Investment Advisors sold 2,022 Lowe's Companies shares in Q1 2026, an estimated $527K.
Lowe's Companies made up 0.09% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #208 holding.
AssuredPartners Investment Advisors first reported a position in Lowe's Companies in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Lowe's Companies position peaked at $1.32M in Q4 2025.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.