Ballast Advisors’s Lowe's Companies LOW Stock Holding History

Ballast Advisors’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	–	Sell	-567	Closed	-$134K	–	303
2026 Q1	$134K	Buy	+567	New	+$148K	0.04%	136
2023 Q3	–	Sell	-890	Closed	-$201K	–	184
2023 Q2	$201K	Buy	+890	New	+$185K	0.08%	113
2022 Q1	–	Sell	-798	Closed	-$206K	–	187
2021 Q4	$206K	Buy	+798	New	+$190K	0.08%	112

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

Ballast Advisors's LOW Position: Q2 2026 in Review

Ballast Advisors sold out of Lowe's Companies (LOW) in Q2 2026, closing a stake of 567 shares — an estimated $134K sold.

Ballast Advisors first reported a position in LOW in Q4 2021 and held it in 3 quarters. The position peaked at $206K in Q4 2021. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Ballast Advisors reported no remaining Lowe's Companies position as of Q2 2026 after selling out during the quarter.
Ballast Advisors sold 567 Lowe's Companies shares in Q2 2026, an estimated $134K.
Ballast Advisors first reported a position in Lowe's Companies in Q4 2021 and held it in 3 quarters.
Ballast Advisors's Lowe's Companies position peaked at $206K in Q4 2021.
2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.