Client 1st Advisory Group’s Lowe's Companies LOW Stock Holding History

Client 1st Advisory 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	$348K	Buy	1,580 +160	+11%	+$36.3K	0.09%	100
2026 Q1	$336K	Hold	1,420	–	–	0.1%	94
2025 Q4	$342K	Sell	1,420 -25	-2%	-$6K	0.11%	93
2025 Q3	$363K	Hold	1,445	–	–	0.12%	86
2025 Q2	$321K	Hold	1,445	–	–	0.12%	92
2025 Q1	$337K	Buy	1,445 +25	+2%	+$6.15K	0.13%	85
2024 Q4	$350K	Hold	1,420	–	–	0.13%	84
2024 Q3	$385K	Hold	1,420	–	–	0.15%	75
2024 Q2	$313K	Hold	1,420	–	–	0.13%	84
2024 Q1	$362K	Hold	1,420	–	–	0.16%	73
2023 Q4	$316K	Hold	1,420	–	–	0.15%	74
2023 Q3	$295K	Hold	1,420	–	–	0.16%	75
2023 Q2	$320K	Hold	1,420	–	–	0.17%	74
2023 Q1	$284K	Hold	1,420	–	–	0.15%	73
2022 Q4	$283K	Sell	1,420 -100	-7%	-$20K	0.17%	71
2022 Q3	$285K	Hold	1,520	–	–	0.18%	65
2022 Q2	$265K	Sell	1,520 -404	-21%	-$77.9K	0.16%	65
2022 Q1	$389K	Hold	1,924	–	–	0.19%	59
2021 Q4	$497K	Buy	1,924 +244	+15%	+$58K	0.24%	47
2021 Q3	$341K	Buy	1,680 +110	+7%	+$21.9K	0.17%	53
2021 Q2	$305K	Buy	1,570 +80	+5%	+$15.7K	0.16%	53
2021 Q1	$283K	Hold	1,490	–	–	0.16%	51
2020 Q4	$255K	Hold	1,490	–	–	0.17%	47
2020 Q3	$235K	Hold	1,490	–	–	0.16%	50
2020 Q2	$222K	Buy	+1,490	New	+$170K	0.18%	54

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

Client 1st Advisory Group's LOW Position: Q2 2026 in Review

Client 1st Advisory Group increased its Lowe's Companies (LOW) stake by 11% in Q2 2026, buying an estimated $36.3K and bringing the position to 1,580 shares worth $348K. The position accounts for 0.09% of the portfolio, ranked #100.

Client 1st Advisory Group first reported a position in LOW in Q2 2020 and has held it in 25 quarters since. The position peaked at $497K in Q4 2021. 2,657 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Client 1st Advisory Group held 1,580 shares of Lowe's Companies worth $348K as of Q2 2026.
Client 1st Advisory Group bought 160 Lowe's Companies shares in Q2 2026, an estimated $36.3K.
Lowe's Companies made up 0.09% of Client 1st Advisory Group's portfolio in Q2 2026, its #100 holding.
Client 1st Advisory Group first reported a position in Lowe's Companies in Q2 2020 and has held it in 25 quarters since.
Client 1st Advisory Group's Lowe's Companies position peaked at $497K in Q4 2021.
2,657 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.