Capital Advisors Wealth Management’s Lowe's Companies LOW Stock Holding History

Capital Advisors 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	$226K	Buy	1,025 +3	+0.3%	+$681	0.03%	215
2026 Q1	$241K	Buy	1,022 +14	+1%	+$3.65K	0.03%	195
2025 Q4	$243K	Buy	1,008 +32	+3%	+$7.68K	0.03%	197
2025 Q3	$245K	Buy	976 +32	+3%	+$7.86K	0.04%	192
2025 Q2	$209K	Buy	944 +5	+0.5%	+$1.12K	0.03%	185
2025 Q1	$219K	Buy	939 +4	+0.4%	+$984	0.04%	166
2024 Q4	$231K	Sell	935 -247	-21%	-$66K	0.04%	162
2024 Q3	$320K	Buy	1,182 +3	+0.3%	+$727	0.06%	126
2024 Q2	$260K	Buy	1,179 +4	+0.3%	+$913	0.05%	126
2024 Q1	$299K	Sell	1,175 -187	-14%	-$43K	0.06%	115
2023 Q4	$303K	Buy	1,362 +4	+0.3%	+$811	0.07%	103
2023 Q3	$282K	Buy	1,358 +3	+0.2%	+$675	0.07%	104
2023 Q2	$306K	Sell	1,355 -11	-0.8%	-$2.29K	0.08%	99
2023 Q1	$273K	Buy	1,366 +3	+0.2%	+$609	0.08%	105
2022 Q4	$272K	Buy	1,363 +4	+0.3%	+$799	0.08%	100
2022 Q3	$255K	Buy	1,359 +17	+1%	+$3.31K	0.08%	95
2022 Q2	$234K	Buy	1,342 +3	+0.2%	+$578	0.08%	102
2022 Q1	$271K	Buy	1,339 +17	+1%	+$3.91K	0.08%	99
2021 Q4	$342K	Buy	+1,322	New	+$314K	0.1%	87

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

Capital Advisors Wealth Management's LOW Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Lowe's Companies (LOW) stake by 0.29% in Q2 2026, buying an estimated $681 and bringing the position to 1,025 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #215.

Capital Advisors Wealth Management first reported a position in LOW in Q4 2021 and has held it in 19 quarters since. The position peaked at $342K in Q4 2021. 2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Capital Advisors Wealth Management held 1,025 shares of Lowe's Companies worth $226K as of Q2 2026.
Capital Advisors Wealth Management bought 3 Lowe's Companies shares in Q2 2026, an estimated $681.
Lowe's Companies made up 0.03% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #215 holding.
Capital Advisors Wealth Management first reported a position in Lowe's Companies in Q4 2021 and has held it in 19 quarters since.
Capital Advisors Wealth Management's Lowe's Companies position peaked at $342K in Q4 2021.
2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.