Avantax Planning Partners’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $552K | Sell |
2,501
-147
| -6% | -$33.4K | 0.01% | 279 |
|
|
2026
Q1 | $626K | Buy |
2,648
+621
| +31% | +$162K | 0.02% | 244 |
|
|
2025
Q4 | $489K | Buy |
2,027
+172
| +9% | +$41.3K | 0.01% | 273 |
|
|
2025
Q3 | $466K | Buy |
1,855
+4
| +0.2% | +$983 | 0.01% | 280 |
|
|
2025
Q2 | $411K | Sell |
1,851
-30
| -2% | -$6.7K | 0.01% | 296 |
|
|
2025
Q1 | $439K | Buy |
1,881
+120
| +7% | +$29.5K | 0.02% | 279 |
|
|
2024
Q4 | $435K | Buy |
1,761
+14
| +0.8% | +$3.74K | 0.02% | 279 |
|
|
2024
Q3 | $473K | Sell |
1,747
-1,188
| -40% | -$288K | 0.02% | 266 |
|
|
2024
Q2 | $647K | Buy |
2,935
+57
| +2% | +$13K | 0.02% | 249 |
|
|
2024
Q1 | $733K | Sell |
2,878
-17
| -0.6% | -$3.91K | 0.02% | 241 |
|
|
2023
Q4 | $644K | Sell |
2,895
-440
| -13% | -$89.2K | 0.02% | 213 |
|
|
2023
Q3 | $693K | Buy |
3,335
+400
| +14% | +$90K | 0.03% | 195 |
|
|
2023
Q2 | $662K | Buy |
2,935
+82
| +3% | +$17.1K | 0.03% | 209 |
|
|
2023
Q1 | $571K | Sell |
2,853
-1,069
| -27% | -$217K | 0.02% | 223 |
|
|
2022
Q4 | $781K | Sell |
3,922
-57
| -1% | -$11.4K | 0.03% | 194 |
|
|
2022
Q3 | $747K | Sell |
3,979
-2,673
| -40% | -$521K | 0.03% | 184 |
|
|
2022
Q2 | $1.16M | Buy |
6,652
+749
| +13% | +$144K | 0.05% | 139 |
|
|
2022
Q1 | $1.19M | Sell |
5,903
-501
| -8% | -$115K | 0.05% | 145 |
|
|
2021
Q4 | $1.66M | Buy |
6,404
+76
| +1% | +$18.1K | 0.07% | 117 |
|
|
2021
Q3 | $1.28M | Buy |
6,328
+253
| +4% | +$50.4K | 0.06% | 114 |
|
|
2021
Q2 | $1.18M | Sell |
6,075
-1,533
| -20% | -$300K | 0.06% | 123 |
|
|
2021
Q1 | $1.45M | Sell |
7,608
-867
| -10% | -$149K | 0.07% | 109 |
|
|
2020
Q4 | $1.36M | Sell |
8,475
-1,433
| -14% | -$233K | 0.07% | 110 |
|
|
2020
Q3 | $1.64M | Sell |
9,908
-727
| -7% | -$112K | 0.09% | 95 |
|
|
2020
Q2 | $1.44M | Buy |
10,635
+955
| +10% | +$109K | 0.08% | 102 |
|
|
2020
Q1 | $833K | Buy |
9,680
+2,428
| +33% | +$265K | 0.06% | 114 |
|
|
2019
Q4 | $869K | Sell |
7,252
-62
| -0.8% | -$7.09K | 0.05% | 124 |
|
|
2019
Q3 | $804K | Buy |
7,314
+145
| +2% | +$15.3K | 0.05% | 128 |
|
|
2019
Q2 | $750K | Sell |
7,169
-86
| -1% | -$9.07K | 0.05% | 129 |
|
|
2019
Q1 | $794K | Buy |
7,255
+1,110
| +18% | +$111K | 0.06% | 119 |
|
|
2018
Q4 | $568K | Sell |
6,145
-752
| -11% | -$72.5K | 0.04% | 136 |
|
|
2018
Q3 | $686K | Buy |
6,897
+2,411
| +54% | +$251K | 0.05% | 111 |
|
|
2018
Q2 | $428K | Sell |
4,486
-207
| -4% | -$18.7K | 0.04% | 141 |
|
|
2018
Q1 | $411K | Buy |
4,693
+797
| +20% | +$75.4K | 0.04% | 194 |
|
|
2017
Q4 | $362K | Sell |
3,896
-5,029
| -56% | -$416K | 0.03% | 208 |
|
|
2017
Q3 | $713K | Buy |
8,925
+1,585
| +22% | +$121K | 0.06% | 155 |
|
|
2017
Q2 | $569K | Buy |
7,340
+588
| +9% | +$48.1K | 0.05% | 179 |
|
|
2017
Q1 | $555K | Buy |
6,752
+574
| +9% | +$43.9K | 0.05% | 170 |
|
|
2016
Q4 | $439K | Buy |
+6,178
| New | +$437K | 0.05% | 177 |
|
Other funds holding LOW
Avantax Planning Partners's LOW Position: Q2 2026 in Review
Avantax Planning Partners reduced its Lowe's Companies (LOW) stake by 5.6% in Q2 2026, selling an estimated $33.4K and leaving 2,501 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #279.
Avantax Planning Partners first reported a position in LOW in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.66M in Q4 2021. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.
- Avantax Planning Partners held 2,501 shares of Lowe's Companies worth $552K as of Q2 2026.
- Avantax Planning Partners sold 147 Lowe's Companies shares in Q2 2026, an estimated $33.4K.
- Lowe's Companies made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #279 holding.
- Avantax Planning Partners first reported a position in Lowe's Companies in Q4 2016 and has held it in 39 quarters since.
- Avantax Planning Partners's Lowe's Companies position peaked at $1.66M in Q4 2021.
- 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.