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Chung Wu Investment Group’s Lowe's Companies LOW Stock Holding History

Chung Wu Investment Group’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 		$171K Sell
775
-100
-11% -$22.7K 0.11% 113
2026
Q1 		$207K Hold
875
– – 0.18% 79
2025
Q4 		$211K Hold
875
– – 0.17% 84
2025
Q3 		$220K Hold
875
– – 0.18% 90
2025
Q2 		$194K Hold
875
– – 0.2% 78
2025
Q1 		$204K Hold
875
– – 0.24% 67
2024
Q4 		$216K Buy
+875
New +$234K 0.22% 74

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

Chung Wu Investment Group's LOW Position: Q2 2026 in Review

Chung Wu Investment Group reduced its Lowe's Companies (LOW) stake by 11% in Q2 2026, selling an estimated $22.7K and leaving 775 shares worth $171K. The position accounts for 0.11% of the portfolio, ranked #113.

Chung Wu Investment Group first reported a position in LOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $220K in Q3 2025. 2,657 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Chung Wu Investment Group held 775 shares of Lowe's Companies worth $171K as of Q2 2026.
  • Chung Wu Investment Group sold 100 Lowe's Companies shares in Q2 2026, an estimated $22.7K.
  • Lowe's Companies made up 0.11% of Chung Wu Investment Group's portfolio in Q2 2026, its #113 holding.
  • Chung Wu Investment Group first reported a position in Lowe's Companies in Q4 2024 and has held it in 7 quarters since.
  • Chung Wu Investment Group's Lowe's Companies position peaked at $220K in Q3 2025.
  • 2,657 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.