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Broadway Wealth Solutions’s Lowe's Companies LOW Stock Holding History

Broadway Wealth Solutions’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 		$351K Buy
1,594
+60
+4% +$13.6K 0.16% 55
2026
Q1 		$362K Buy
1,534
+51
+3% +$13.3K 0.19% 50
2025
Q4 		$358K Buy
1,483
+94
+7% +$22.6K 0.19% 51
2025
Q3 		$349K Buy
1,389
+76
+6% +$18.7K 0.2% 49
2025
Q2 		$291K Buy
1,313
+51
+4% +$11.4K 0.18% 65
2025
Q1 		$294K Sell
1,262
-3
-0.2% -$738 0.21% 55
2024
Q4 		$312K Buy
+1,265
New +$338K 0.24% 51

Other funds holding LOW

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Broadway Wealth Solutions's LOW Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Lowe's Companies (LOW) stake by 3.9% in Q2 2026, buying an estimated $13.6K and bringing the position to 1,594 shares worth $351K. The position accounts for 0.16% of the portfolio, ranked #55.

Broadway Wealth Solutions first reported a position in LOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $362K in Q1 2026. 854 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Broadway Wealth Solutions held 1,594 shares of Lowe's Companies worth $351K as of Q2 2026.
  • Broadway Wealth Solutions bought 60 Lowe's Companies shares in Q2 2026, an estimated $13.6K.
  • Lowe's Companies made up 0.16% of Broadway Wealth Solutions's portfolio in Q2 2026, its #55 holding.
  • Broadway Wealth Solutions first reported a position in Lowe's Companies in Q4 2024 and has held it in 7 quarters since.
  • Broadway Wealth Solutions's Lowe's Companies position peaked at $362K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.