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Avalon Trust’s Lowe's Companies LOW Stock Holding History

Avalon Trust’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 		$27.7M Sell
125,512
-1,818
-1% -$413K 1.7% 15
2026
Q1 		$30.1M Buy
127,330
+611
+0.5% +$159K 2.07% 12
2025
Q4 		$30.6M Buy
126,719
+4,454
+4% +$1.07M 1.98% 13
2025
Q3 		$30.7M Sell
122,265
-1,256
-1% -$309K 1.99% 11
2025
Q2 		$27.4M Sell
123,521
-5,800
-4% -$1.29M 2% 12
2025
Q1 		$30.2M Sell
129,321
-1,961
-1% -$483K 2.4% 11
2024
Q4 		$32.4M Sell
131,282
-1,464
-1% -$391K 2.3% 9
2024
Q3 		$36M Sell
132,746
-1,320
-1% -$320K 2.66% 10
2024
Q2 		$29.6M Buy
134,066
+3,110
+2% +$709K 2.34% 11
2024
Q1 		$33.4M Sell
130,956
-1,125
-0.9% -$259K 2.74% 10
2023
Q4 		$29.4M Sell
132,081
-2,610
-2% -$529K 2.69% 8
2023
Q3 		$28M Sell
134,691
-2,961
-2% -$666K 2.77% 8
2023
Q2 		$31.1M Buy
137,652
+414
+0.3% +$86.1K 2.81% 8
2023
Q1 		$27.4M Buy
+137,238
New +$27.9M 2.72% 8

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

Avalon Trust's LOW Position: Q2 2026 in Review

Avalon Trust reduced its Lowe's Companies (LOW) stake by 1.4% in Q2 2026, selling an estimated $413K and leaving 125,512 shares worth $27.7M. The position accounts for 1.7% of the portfolio, ranked #15.

Avalon Trust first reported a position in LOW in Q1 2023 and has held it in 14 quarters since. The position peaked at $36M in Q3 2024. 2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Avalon Trust held 125,512 shares of Lowe's Companies worth $27.7M as of Q2 2026.
  • Avalon Trust sold 1,818 Lowe's Companies shares in Q2 2026, an estimated $413K.
  • Lowe's Companies made up 1.7% of Avalon Trust's portfolio in Q2 2026, its #15 holding.
  • Avalon Trust first reported a position in Lowe's Companies in Q1 2023 and has held it in 14 quarters since.
  • Avalon Trust's Lowe's Companies position peaked at $36M in Q3 2024.
  • 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.