AWE
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Avidian Wealth Enterprises’s Lowe's Companies LOW Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$1.27M Sell
6,890
-141
-2% -$29.3K 0.04% 285
2026
Q2 		$1.55M Sell
7,031
-160
-2% -$36.3K 0.04% 250
2026
Q1 		$1.7M Buy
7,191
+4,330
+151% +$1.13M 0.05% 220
2025
Q4 		$690K Buy
2,861
+121
+4% +$29.1K 0.03% 297
2025
Q3 		$689K Buy
2,740
+362
+15% +$88.9K 0.03% 292
2025
Q2 		$528K Buy
2,378
+164
+7% +$36.6K 0.02% 322
2025
Q1 		$516K Buy
2,214
+139
+7% +$34.2K 0.02% 303
2024
Q4 		$512K Buy
2,075
+324
+19% +$86.5K 0.02% 291
2024
Q3 		$474K Sell
1,751
-5
-0.3% -$1.21K 0.02% 304
2024
Q2 		$387K Buy
1,756
+485
+38% +$111K 0.02% 336
2024
Q1 		$324K Buy
1,271
+258
+25% +$59.3K 0.02% 341
2023
Q4 		$225K Sell
1,013
-31
-3% -$6.28K 0.01% 387
2023
Q3 		$217K Sell
1,044
-115
-10% -$25.9K 0.02% 374
2023
Q2 		$262K Sell
1,159
-4,424
-79% -$920K 0.02% 355
2023
Q1 		$1.12M Buy
5,583
+738
+15% +$150K 0.06% 186
2022
Q4 		$965K Buy
4,845
+291
+6% +$58.2K 0.06% 182
2022
Q3 		$855K Buy
4,554
+232
+5% +$45.2K 0.06% 168
2022
Q2 		$755K Buy
4,322
+38
+0.9% +$7.33K 0.05% 201
2022
Q1 		$866K Sell
4,284
-482
-10% -$111K 0.05% 216
2021
Q4 		$1.23M Buy
4,766
+636
+15% +$151K 0.08% 160
2021
Q3 		$838K Buy
4,130
+45
+1% +$8.97K 0.06% 147
2021
Q2 		$792K Buy
4,085
+35
+0.9% +$6.85K 0.06% 151
2021
Q1 		$770K Sell
4,050
-99
-2% -$17K 0.07% 151
2020
Q4 		$666K Sell
4,149
-28
-0.7% -$4.55K 0.06% 148
2020
Q3 		$693K Buy
4,177
+18
+0.4% +$2.77K 0.08% 126
2020
Q2 		$562K Sell
4,159
-131
-3% -$15K 0.08% 129
2020
Q1 		$369K Buy
+4,290
New +$469K 0.06% 129

Other funds holding LOW

HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Avidian Wealth Enterprises's LOW Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Lowe's Companies (LOW) stake by 2% in Q3 2026, selling an estimated $29.3K and leaving 6,890 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #285.

Avidian Wealth Enterprises first reported a position in LOW in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.7M in Q1 2026. 123 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Avidian Wealth Enterprises held 6,890 shares of Lowe's Companies worth $1.27M as of Q3 2026.
  • Avidian Wealth Enterprises sold 141 Lowe's Companies shares in Q3 2026, an estimated $29.3K.
  • Lowe's Companies made up 0.04% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #285 holding.
  • Avidian Wealth Enterprises first reported a position in Lowe's Companies in Q1 2020 and has held it in 27 quarters since.
  • Avidian Wealth Enterprises's Lowe's Companies position peaked at $1.7M in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.