CGFA
LOW icon

Colton Groome Financial Advisors’s Lowe's Companies LOW Stock Holding History

Colton Groome Financial 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 		$588K Buy
2,669
+356
+15% +$80.8K 0.14% 87
2026
Q1 		$547K Sell
2,313
-109
-5% -$28.4K 0.16% 80
2025
Q4 		$584K Buy
2,422
+783
+48% +$188K 0.17% 79
2025
Q3 		$412K Sell
1,639
-13
-0.8% -$3.19K 0.13% 92
2025
Q2 		$367K Sell
1,652
-25
-1% -$5.58K 0.12% 95
2025
Q1 		$375K Hold
1,677
– – 0.15% 86
2024
Q4 		$414K Sell
1,677
-461
-22% -$123K 0.16% 77
2024
Q3 		$579K Buy
2,138
+886
+71% +$215K 0.22% 67
2024
Q2 		$276K Sell
1,252
-25
-2% -$5.7K 0.11% 103
2024
Q1 		$325K Sell
1,277
-50
-4% -$11.5K 0.13% 91
2023
Q4 		$295K Sell
1,327
-180
-12% -$36.5K 0.13% 95
2023
Q3 		$313K Sell
1,507
-1,420
-49% -$319K 0.16% 88
2023
Q2 		$661K Buy
2,927
+450
+18% +$93.6K 0.31% 66
2023
Q1 		$495K Buy
2,477
+385
+18% +$78.2K 0.24% 79
2022
Q4 		$417K Buy
2,092
+340
+19% +$68K 0.2% 82
2022
Q3 		$329K Buy
1,752
+150
+9% +$29.2K 0.17% 74
2022
Q2 		$280K Hold
1,602
– – 0.14% 80
2022
Q1 		$324K Buy
+1,602
New +$368K 0.15% 77

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 $3.37T AUM 44.26% 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

Colton Groome Financial Advisors's LOW Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its Lowe's Companies (LOW) stake by 15% in Q2 2026, buying an estimated $80.8K and bringing the position to 2,669 shares worth $588K. The position accounts for 0.14% of the portfolio, ranked #87.

Colton Groome Financial Advisors first reported a position in LOW in Q1 2022 and has held it in 18 quarters since. The position peaked at $661K in Q2 2023. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Colton Groome Financial Advisors held 2,669 shares of Lowe's Companies worth $588K as of Q2 2026.
  • Colton Groome Financial Advisors bought 356 Lowe's Companies shares in Q2 2026, an estimated $80.8K.
  • Lowe's Companies made up 0.14% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #87 holding.
  • Colton Groome Financial Advisors first reported a position in Lowe's Companies in Q1 2022 and has held it in 18 quarters since.
  • Colton Groome Financial Advisors's Lowe's Companies position peaked at $661K in Q2 2023.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.