CWP
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CFM Wealth Partners’s Lowe's Companies LOW Stock Holding History

CFM Wealth Partners’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 		$417K Sell
1,890
-343
-15% -$77.9K 0.05% 112
2026
Q1 		$528K Hold
2,233
– – 0.08% 97
2025
Q4 		$539K Hold
2,233
– – 0.08% 97
2025
Q3 		$561K Hold
2,233
– – 0.08% 96
2025
Q2 		$495K Hold
2,233
– – 0.08% 96
2025
Q1 		$521K Buy
2,233
+100
+5% +$24.6K 0.09% 96
2024
Q4 		$526K Hold
2,133
– – 0.09% 94
2024
Q3 		$578K Buy
2,133
+117
+6% +$28.3K 0.1% 98
2024
Q2 		$444K Hold
2,016
– – 0.08% 105
2024
Q1 		$514K Hold
2,016
– – 0.1% 106
2023
Q4 		$449K Sell
2,016
-73
-3% -$14.8K 0.1% 119
2023
Q3 		$434K Buy
2,089
+46
+2% +$10.3K 0.11% 105
2023
Q2 		$461K Sell
2,043
-138
-6% -$28.7K 0.11% 117
2023
Q1 		$436K Buy
2,181
+18
+0.8% +$3.66K 0.12% 115
2022
Q4 		$431K Sell
2,163
-67
-3% -$13.4K 0.13% 121
2022
Q3 		$419K Buy
2,230
+116
+5% +$22.6K 0.13% 110
2022
Q2 		$369K Sell
2,114
-698
-25% -$135K 0.11% 125
2022
Q1 		$569K Hold
2,812
– – 0.14% 106
2021
Q4 		$718K Hold
2,812
– – 0.16% 95
2021
Q3 		$570K Hold
2,812
– – 0.14% 103
2021
Q2 		$545K Hold
2,812
– – 0.14% 98
2021
Q1 		$535K Sell
2,812
-3
-0.1% -$515 0.16% 93
2020
Q4 		$452K Buy
2,815
+688
+32% +$112K 0.14% 91
2020
Q3 		$352K Hold
2,127
– – 0.13% 101
2020
Q2 		$287K Hold
2,127
– – 0.11% 113
2020
Q1 		$183K Buy
2,127
+194
+10% +$21.2K 0.09% 132
2019
Q4 		$231K Buy
+1,933
New +$221K 0.09% 133

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 $3.38T AUM 44.17% 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

CFM Wealth Partners's LOW Position: Q2 2026 in Review

CFM Wealth Partners reduced its Lowe's Companies (LOW) stake by 15% in Q2 2026, selling an estimated $77.9K and leaving 1,890 shares worth $417K. The position accounts for 0.05% of the portfolio, ranked #112.

CFM Wealth Partners first reported a position in LOW in Q4 2019 and has held it in 27 quarters since. The position peaked at $718K in Q4 2021. 2,657 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • CFM Wealth Partners held 1,890 shares of Lowe's Companies worth $417K as of Q2 2026.
  • CFM Wealth Partners sold 343 Lowe's Companies shares in Q2 2026, an estimated $77.9K.
  • Lowe's Companies made up 0.05% of CFM Wealth Partners's portfolio in Q2 2026, its #112 holding.
  • CFM Wealth Partners first reported a position in Lowe's Companies in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's Lowe's Companies position peaked at $718K in Q4 2021.
  • 2,657 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.