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Centric Wealth Management’s Lowe's Companies LOW Stock Holding History

Centric 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 		$295K Hold
1,318
– – 0.05% 177
2026
Q1 		$295K Sell
1,318
-30
-2% -$7.82K 0.06% 170
2025
Q4 		$363K Buy
1,348
+7
+0.5% +$1.68K 0.08% 145
2025
Q3 		$319K Buy
1,341
+51
+4% +$12.5K 0.07% 150
2025
Q2 		$311K Buy
1,290
+30
+2% +$6.7K 0.07% 150
2025
Q1 		$294K Hold
1,260
– – 0.08% 139
2024
Q4 		$311K Hold
1,260
– – 0.08% 141
2024
Q3 		$330K Sell
1,260
-48
-4% -$11.6K 0.09% 137
2024
Q2 		$312K Sell
1,308
-13
-1% -$2.97K 0.09% 129
2024
Q1 		$301K Buy
+1,321
New +$304K 0.1% 121

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Centric Wealth Management's LOW Position: Q2 2026 in Review

Centric Wealth Management held its Lowe's Companies (LOW) position steady in Q2 2026 at 1,318 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #177.

Centric Wealth Management first reported a position in LOW in Q1 2024 and has held it in 10 quarters since. The position peaked at $363K in Q4 2025. 2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Centric Wealth Management held 1,318 shares of Lowe's Companies worth $295K as of Q2 2026.
  • Centric Wealth Management left its Lowe's Companies share count unchanged in Q2 2026.
  • Lowe's Companies made up 0.05% of Centric Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Centric Wealth Management first reported a position in Lowe's Companies in Q1 2024 and has held it in 10 quarters since.
  • Centric Wealth Management's Lowe's Companies position peaked at $363K in Q4 2025.
  • 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.