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Aviso Wealth Management’s Lowe's Companies LOW Stock Holding History

Aviso Wealth Management’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
Q1 		$246K Sell
1,041
-97
-9% -$25.3K 0.11% 125
2025
Q4 		$275K Buy
1,138
+11
+1% +$2.64K 0.12% 128
2025
Q3 		$283K Sell
1,127
-3
-0.3% -$737 0.12% 118
2025
Q2 		$251K Buy
1,130
+54
+5% +$12.1K 0.12% 124
2025
Q1 		$251K Sell
1,076
-5
-0.5% -$1.23K 0.13% 127
2024
Q4 		$267K Hold
1,081
– – 0.14% 120
2024
Q3 		$293K Sell
1,081
-103
-9% -$24.9K 0.16% 116
2024
Q2 		$261K Buy
1,184
+11
+0.9% +$2.51K 0.15% 121
2024
Q1 		$299K Buy
1,173
+37
+3% +$8.51K 0.19% 116
2023
Q4 		$253K Buy
+1,136
New +$230K 0.18% 121

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aviso Wealth Management's LOW Position: Q1 2026 in Review

Aviso Wealth Management reduced its Lowe's Companies (LOW) stake by 8.5% in Q1 2026, selling an estimated $25.3K and leaving 1,041 shares worth $246K. The position accounts for 0.11% of the portfolio, ranked #125.

Aviso Wealth Management first reported a position in LOW in Q4 2023 and has held it in 10 quarters since. The position peaked at $299K in Q1 2024. 2,683 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Aviso Wealth Management held 1,041 shares of Lowe's Companies worth $246K as of Q1 2026.
  • Aviso Wealth Management sold 97 Lowe's Companies shares in Q1 2026, an estimated $25.3K.
  • Lowe's Companies made up 0.11% of Aviso Wealth Management's portfolio in Q1 2026, its #125 holding.
  • Aviso Wealth Management first reported a position in Lowe's Companies in Q4 2023 and has held it in 10 quarters since.
  • Aviso Wealth Management's Lowe's Companies position peaked at $299K in Q1 2024.
  • 2,683 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.