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
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

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

Avidian Wealth Enterprises's LOW Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Lowe's Companies (LOW) stake by 2.2% in Q2 2026, selling an estimated $36.3K and leaving 7,031 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #250.

Avidian Wealth Enterprises first reported a position in LOW in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.7M in Q1 2026. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Avidian Wealth Enterprises held 7,031 shares of Lowe's Companies worth $1.55M as of Q2 2026.
  • Avidian Wealth Enterprises sold 160 Lowe's Companies shares in Q2 2026, an estimated $36.3K.
  • Lowe's Companies made up 0.04% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #250 holding.
  • Avidian Wealth Enterprises first reported a position in Lowe's Companies in Q1 2020 and has held it in 26 quarters since.
  • Avidian Wealth Enterprises's Lowe's Companies position peaked at $1.7M in Q1 2026.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.