CFCI
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Comprehensive Financial Consultants Institutional’s Lowe's Companies LOW Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$1.69M Buy
7,686
+673
+10% +$153K 0.45% 72
2026
Q1 		$1.66M Buy
7,013
+120
+2% +$31.3K 0.49% 73
2025
Q4 		$1.66M Buy
6,893
+8
+0.1% +$1.92K 0.5% 70
2025
Q3 		$1.73M Sell
6,885
-152
-2% -$37.3K 0.54% 64
2025
Q2 		$1.56M Buy
7,037
+529
+8% +$118K 0.51% 71
2025
Q1 		$1.52M Buy
6,508
+220
+3% +$54.1K 0.54% 69
2024
Q4 		$1.55M Buy
6,288
+88
+1% +$23.5K 0.56% 67
2024
Q3 		$1.68M Buy
6,200
+65
+1% +$15.7K 0.61% 58
2024
Q2 		$1.35M Buy
6,135
+414
+7% +$94.4K 0.53% 72
2024
Q1 		$1.46M Buy
5,721
+208
+4% +$47.8K 0.6% 65
2023
Q4 		$1.23M Buy
5,513
+329
+6% +$66.7K 0.57% 72
2023
Q3 		$1.08M Buy
5,184
+435
+9% +$97.9K 0.57% 70
2023
Q2 		$1.08M Buy
4,749
+131
+3% +$27.2K 0.57% 68
2023
Q1 		$923K Buy
4,618
+131
+3% +$26.6K 0.52% 75
2022
Q4 		$943K Buy
4,487
+209
+5% +$41.8K 0.57% 67
2022
Q3 		$830K Sell
4,278
-32
-0.7% -$6.23K 0.55% 68
2022
Q2 		$780K Buy
4,310
+86
+2% +$16.6K 0.55% 71
2022
Q1 		$812K Buy
4,224
+404
+11% +$92.9K 0.57% 69
2021
Q4 		$837K Buy
+3,820
New +$908K 0.54% 68

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

Comprehensive Financial Consultants Institutional's LOW Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Lowe's Companies (LOW) stake by 9.6% in Q2 2026, buying an estimated $153K and bringing the position to 7,686 shares worth $1.69M. The position accounts for 0.45% of the portfolio, ranked #72.

Comprehensive Financial Consultants Institutional first reported a position in LOW in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.73M in Q3 2025. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 7,686 shares of Lowe's Companies worth $1.69M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 673 Lowe's Companies shares in Q2 2026, an estimated $153K.
  • Lowe's Companies made up 0.45% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #72 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Lowe's Companies in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's Lowe's Companies position peaked at $1.73M in Q3 2025.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.