Aviso Wealth Management
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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
Q3 		– Sell
-994
Closed -$219K – 139
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Aviso Wealth Management's LOW Position: Q3 2026 in Review

Aviso Wealth Management sold out of Lowe's Companies (LOW) in Q3 2026, closing a stake of 994 shares — an estimated $219K sold.

Aviso Wealth Management first reported a position in LOW in Q4 2023 and held it in 11 quarters. The position peaked at $299K in Q1 2024. 2,195 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Aviso Wealth Management reported no remaining Lowe's Companies position as of Q3 2026 after selling out during the quarter.
  • Aviso Wealth Management sold 994 Lowe's Companies shares in Q3 2026, an estimated $219K.
  • Aviso Wealth Management first reported a position in Lowe's Companies in Q4 2023 and held it in 11 quarters.
  • Aviso Wealth Management's Lowe's Companies position peaked at $299K in Q1 2024.
  • 2,195 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.