Avion Wealth’s Lowe's Companies LOW Stock Holding History

Avion Wealth’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	$97K	Sell	443 -27	-6%	-$6.13K	0.02%	177
2026 Q1	$111K	Buy	470 +2	+0.4%	+$522	0.02%	140
2025 Q4	$112K	Sell	468 -7	-1%	-$1.68K	0.02%	135
2025 Q3	$119K	Buy	475 +20	+4%	+$4.91K	0.03%	139
2025 Q2	$100K	Sell	455 -6	-1%	-$1.34K	0.02%	148
2025 Q1	$113K	Hold	461	–	–	0.03%	125
2024 Q4	$113K	Buy	461 +32	+7%	+$8.55K	0.03%	125
2024 Q3	$116K	Buy	429 +6	+1%	+$1.45K	0.03%	111
2024 Q2	$93K	Sell	423 -18	-4%	-$4.11K	0.03%	121
2024 Q1	$113K	Buy	441 +2	+0.5%	+$460	0.03%	107
2023 Q4	$98K	Sell	439 -340	-44%	-$68.9K	0.03%	111
2023 Q3	$161K	Buy	779 +27	+4%	+$6.07K	0.05%	75
2023 Q2	$169K	Buy	752 +17	+2%	+$3.54K	0.04%	78
2023 Q1	$146K	Buy	735 +12	+2%	+$2.44K	0.04%	82
2022 Q4	$135K	Hold	723	–	–	0.04%	85
2022 Q3	$136K	Hold	723	–	–	0.04%	85
2022 Q2	$126K	Hold	723	–	–	0.04%	81
2022 Q1	$146K	Hold	723	–	–	0.04%	71
2021 Q4	$187K	Hold	723	–	–	0.05%	58
2021 Q3	$147K	Buy	723 +45	+7%	+$8.97K	0.04%	59
2021 Q2	$132K	Hold	678	–	–	0.04%	65
2021 Q1	$129K	Hold	678	–	–	0.05%	58
2020 Q4	$109K	Sell	678 -17	-2%	-$2.76K	0.03%	64
2020 Q3	$115K	Hold	695	–	–	0.04%	56
2020 Q2	$94K	Hold	695	–	–	0.03%	60
2020 Q1	$60K	Buy	+695	New	+$75.9K	0.03%	74

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avion Wealth's LOW Position: Q2 2026 in Review

Avion Wealth reduced its Lowe's Companies (LOW) stake by 5.7% in Q2 2026, selling an estimated $6.13K and leaving 443 shares worth $97K. The position accounts for 0.02% of the portfolio, ranked #177.

Avion Wealth first reported a position in LOW in Q1 2020 and has held it in 26 quarters since. The position peaked at $187K in Q4 2021. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Avion Wealth held 443 shares of Lowe's Companies worth $97K as of Q2 2026.
Avion Wealth sold 27 Lowe's Companies shares in Q2 2026, an estimated $6.13K.
Lowe's Companies made up 0.02% of Avion Wealth's portfolio in Q2 2026, its #177 holding.
Avion Wealth first reported a position in Lowe's Companies in Q1 2020 and has held it in 26 quarters since.
Avion Wealth's Lowe's Companies position peaked at $187K in Q4 2021.
2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.