CFS Investment Advisory Services’s Lowe's Companies LOW Stock Holding History

CFS Investment Advisory Services’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	$2.49M	Sell	10,935 -402	-4%	-$91.3K	0.17%	111
2026 Q1	$2.85M	Sell	11,337 -39	-0.3%	-$10.2K	0.2%	101
2025 Q4	$2.74M	Sell	11,376 -11	-0.1%	-$2.64K	0.2%	99
2025 Q3	$2.76M	Buy	11,387 +190	+2%	+$46.7K	0.21%	94
2025 Q2	$2.48M	Sell	11,197 -151	-1%	-$33.7K	0.2%	93
2025 Q1	$2.65M	Sell	11,348 -353	-3%	-$86.9K	0.24%	86
2024 Q4	$2.89M	Buy	11,701 +109	+0.9%	+$29.1K	0.26%	80
2024 Q3	$3.14M	Sell	11,592 -11,704	-50%	-$2.83M	0.26%	72
2024 Q2	$5.14M	Buy	+23,296	New	+$5.31M	0.42%	50
2023 Q3	–	Sell	-12,505	Closed	-$2.82M	–	211
2023 Q2	$2.82M	Buy	+12,505	New	+$2.6M	0.36%	51
2022 Q3	–	Sell	-12,601	Closed	-$2.2M	–	180
2022 Q2	$2.2M	Buy	+12,601	New	+$2.43M	0.34%	57
2021 Q4	$3.03M	Sell	12,746 -836	-6%	-$199K	0.41%	50
2021 Q3	$2.75M	Buy	+13,582	New	+$2.71M	0.38%	53
2020 Q4	$2.35M	Buy	+14,645	New	+$2.38M	0.37%	49

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 $3.38T AUM 44.17% 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

CFS Investment Advisory Services's LOW Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its Lowe's Companies (LOW) stake by 3.5% in Q2 2026, selling an estimated $91.3K and leaving 10,935 shares worth $2.49M. The position accounts for 0.17% of the portfolio, ranked #111.

CFS Investment Advisory Services first reported a position in LOW in Q4 2020 and has held it in 14 quarters since. The position peaked at $5.14M in Q2 2024. 2,657 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

CFS Investment Advisory Services held 10,935 shares of Lowe's Companies worth $2.49M as of Q2 2026.
CFS Investment Advisory Services sold 402 Lowe's Companies shares in Q2 2026, an estimated $91.3K.
Lowe's Companies made up 0.17% of CFS Investment Advisory Services's portfolio in Q2 2026, its #111 holding.
CFS Investment Advisory Services first reported a position in Lowe's Companies in Q4 2020 and has held it in 14 quarters since.
CFS Investment Advisory Services's Lowe's Companies position peaked at $5.14M in Q2 2024.
2,657 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.