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Cassaday & Co Wealth Management’s Lowe's Companies LOW Stock Holding History

Cassaday & Co 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 		$522K Sell
2,368
-234
-9% -$53.1K 0.01% 229
2026
Q1 		$615K Sell
2,602
-229
-8% -$59.7K 0.01% 192
2025
Q4 		$683K Sell
2,831
-47
-2% -$11.3K 0.01% 188
2025
Q3 		$723K Buy
2,878
+179
+7% +$44K 0.02% 179
2025
Q2 		$599K Buy
2,699
+348
+15% +$77.7K 0.02% 188
2025
Q1 		$548K Sell
2,351
-958
-29% -$236K 0.02% 188
2024
Q4 		$817K Buy
3,309
+278
+9% +$74.2K 0.02% 138
2024
Q3 		$821K Buy
3,031
+79
+3% +$19.1K 0.02% 134
2024
Q2 		$651K Sell
2,952
-208
-7% -$47.5K 0.02% 152
2024
Q1 		$805K Buy
3,160
+269
+9% +$61.8K 0.03% 128
2023
Q4 		$643K Sell
2,891
-211
-7% -$42.8K 0.02% 142
2023
Q3 		$645K Buy
3,102
+84
+3% +$18.9K 0.03% 125
2023
Q2 		$681K Buy
3,018
+117
+4% +$24.3K 0.03% 124
2023
Q1 		$580K Hold
2,901
– – 0.02% 141
2022
Q4 		$578K Buy
+2,901
New +$580K 0.03% 140

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Cassaday & Co Wealth Management's LOW Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Lowe's Companies (LOW) stake by 9% in Q2 2026, selling an estimated $53.1K and leaving 2,368 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #229.

Cassaday & Co Wealth Management first reported a position in LOW in Q4 2022 and has held it in 15 quarters since. The position peaked at $821K in Q3 2024. 1,813 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Cassaday & Co Wealth Management held 2,368 shares of Lowe's Companies worth $522K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 234 Lowe's Companies shares in Q2 2026, an estimated $53.1K.
  • Lowe's Companies made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #229 holding.
  • Cassaday & Co Wealth Management first reported a position in Lowe's Companies in Q4 2022 and has held it in 15 quarters since.
  • Cassaday & Co Wealth Management's Lowe's Companies position peaked at $821K in Q3 2024.
  • 1,813 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.