Compass Wealth Management’s Lowe's Companies LOW Stock Holding History

Compass Wealth Management’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	$353K	Buy	+1,600	New	+$363K	0.07%	140
2025 Q4	–	Sell	-1,600	Closed	-$402K	–	120
2025 Q3	$402K	Hold	1,600	–	–	0.09%	116
2025 Q2	$355K	Hold	1,600	–	–	0.08%	122
2025 Q1	$373K	Hold	1,600	–	–	0.1%	119
2024 Q4	$395K	Hold	1,600	–	–	0.1%	118
2024 Q3	$433K	Hold	1,600	–	–	0.1%	119
2024 Q2	$353K	Hold	1,600	–	–	0.09%	125
2024 Q1	$408K	Hold	1,600	–	–	0.1%	121
2023 Q4	$356K	Hold	1,600	–	–	0.1%	124
2023 Q3	$333K	Hold	1,600	–	–	0.1%	121
2023 Q2	$361K	Hold	1,600	–	–	0.11%	124
2023 Q1	$320K	Hold	1,600	–	–	0.1%	132
2022 Q4	$319K	Buy	+1,600	New	+$320K	0.1%	129

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 $3.37T AUM 44.26% 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

Compass Wealth Management's LOW Position: Q2 2026 in Review

Compass Wealth Management opened a new position in Lowe's Companies (LOW) in Q2 2026: 1,600 shares worth $353K. The stake represents 0.07% of the portfolio and ranks #140 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in LOW as recently as Q3 2025.

Compass Wealth Management first reported a position in LOW in Q4 2022 and has held it in 13 quarters since. The position peaked at $433K in Q3 2024. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Compass Wealth Management held 1,600 shares of Lowe's Companies worth $353K as of Q2 2026.
Lowe's Companies was a new Compass Wealth Management position in Q2 2026.
Lowe's Companies made up 0.07% of Compass Wealth Management's portfolio in Q2 2026, its #140 holding.
Compass Wealth Management first reported a position in Lowe's Companies in Q4 2022 and has held it in 13 quarters since.
Compass Wealth Management's Lowe's Companies position peaked at $433K in Q3 2024.
2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.