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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
Q2 		$219K Sell
994
-47
-5% -$10.7K 0.07% 138
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 $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

Aviso Wealth Management's LOW Position: Q2 2026 in Review

Aviso Wealth Management reduced its Lowe's Companies (LOW) stake by 4.5% in Q2 2026, selling an estimated $10.7K and leaving 994 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #138.

Aviso Wealth Management first reported a position in LOW in Q4 2023 and has held it in 11 quarters since. The position peaked at $299K in Q1 2024. 2,652 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Aviso Wealth Management held 994 shares of Lowe's Companies worth $219K as of Q2 2026.
  • Aviso Wealth Management sold 47 Lowe's Companies shares in Q2 2026, an estimated $10.7K.
  • Lowe's Companies made up 0.07% of Aviso Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Aviso Wealth Management first reported a position in Lowe's Companies in Q4 2023 and has held it in 11 quarters since.
  • Aviso Wealth Management's Lowe's Companies position peaked at $299K in Q1 2024.
  • 2,652 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.