Cerro Pacific Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Cerro Pacific Wealth 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	$2.06M	Sell	9,324 -127	-1%	-$28.8K	0.46%	41
2026 Q1	$2.23M	Sell	9,451 -707	-7%	-$184K	0.59%	40
2025 Q4	$2.45M	Sell	10,158 -266	-3%	-$63.9K	0.66%	37
2025 Q3	$2.62M	Sell	10,424 -1,619	-13%	-$398K	0.72%	35
2025 Q2	$2.67M	Buy	12,043 +19	+0.2%	+$4.24K	0.74%	35
2025 Q1	$2.97M	Sell	12,024 -84	-0.7%	-$20.7K	0.96%	29
2024 Q4	$3.28M	Buy	12,108 +51	+0.4%	+$13.6K	1.09%	26
2024 Q3	$2.66M	Hold	12,057	–	–	1%	28
2024 Q2	$2.66M	Buy	+12,057	New	+$2.75M	1.02%	28
2023 Q1	$2.08M	Buy	10,418 +2,223	+27%	+$452K	1.15%	19
2022 Q4	$1.63M	Buy	8,195 +891	+12%	+$178K	0.87%	31
2022 Q3	$1.37M	Buy	7,304 +445	+6%	+$86.7K	0.83%	33
2022 Q2	$1.2M	Sell	6,859 -153	-2%	-$29.5K	0.75%	29
2022 Q1	$1.42M	Buy	7,012 +497	+8%	+$114K	0.87%	27
2021 Q4	$1.68M	Sell	6,515 -612	-9%	-$145K	1.07%	20
2021 Q3	$1.45M	Sell	7,127 -2,524	-26%	-$503K	1.04%	21
2021 Q2	$1.87M	Buy	+9,651	New	+$1.89M	1.39%	13
2020 Q4	$2.39M	Buy	+14,910	New	+$2.42M	1.43%	12

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

Cerro Pacific Wealth Advisors's LOW Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its Lowe's Companies (LOW) stake by 1.3% in Q2 2026, selling an estimated $28.8K and leaving 9,324 shares worth $2.06M. The position accounts for 0.46% of the portfolio, ranked #41.

Cerro Pacific Wealth Advisors first reported a position in LOW in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.28M in Q4 2024. 2,644 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Cerro Pacific Wealth Advisors held 9,324 shares of Lowe's Companies worth $2.06M as of Q2 2026.
Cerro Pacific Wealth Advisors sold 127 Lowe's Companies shares in Q2 2026, an estimated $28.8K.
Lowe's Companies made up 0.46% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Cerro Pacific Wealth Advisors first reported a position in Lowe's Companies in Q4 2020 and has held it in 18 quarters since.
Cerro Pacific Wealth Advisors's Lowe's Companies position peaked at $3.28M in Q4 2024.
2,644 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.