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Confluence Wealth Services’s Lowe's Companies LOW Stock Holding History

Confluence Wealth Services’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 		$2.25M Buy
10,223
+2,256
+28% +$512K 0.06% 142
2026
Q1 		$1.88M Buy
7,967
+500
+7% +$130K 0.07% 123
2025
Q4 		$1.8M Sell
7,467
-225
-3% -$54K 0.07% 118
2025
Q3 		$1.93M Hold
7,692
– – 0.1% 106
2025
Q2 		$1.71M Buy
7,692
+232
+3% +$51.8K 0.09% 102
2025
Q1 		$1.62M Buy
7,460
+3,202
+75% +$788K 0.1% 103
2024
Q4 		$1.11M Buy
4,258
+299
+8% +$79.9K 0.07% 141
2024
Q3 		$1.07M Sell
3,959
-58
-1% -$14K 0.08% 136
2024
Q2 		$886K Sell
4,017
-169
-4% -$38.6K 0.07% 165
2024
Q1 		$1.07M Buy
4,186
+21
+0.5% +$4.83K 0.09% 121
2023
Q4 		$927K Buy
4,165
+278
+7% +$56.4K 0.1% 118
2023
Q3 		$808K Buy
3,887
+772
+25% +$174K 0.16% 104
2023
Q2 		$703K Buy
3,115
+15
+0.5% +$3.12K 0.15% 121
2023
Q1 		$620K Hold
3,100
– – 0.14% 124
2022
Q4 		$618K Hold
3,100
– – 0.16% 119
2022
Q3 		$582K Sell
3,100
-400
-11% -$77.9K 0.25% 117
2022
Q2 		$707K Buy
3,500
+50
+1% +$9.64K 0.31% 108
2022
Q1 		$697K Sell
3,450
-105
-3% -$24.2K 0.25% 109
2021
Q4 		$918K Buy
+3,555
New +$845K 0.3% 87

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

Confluence Wealth Services's LOW Position: Q2 2026 in Review

Confluence Wealth Services increased its Lowe's Companies (LOW) stake by 28% in Q2 2026, buying an estimated $512K and bringing the position to 10,223 shares worth $2.25M. The position accounts for 0.06% of the portfolio, ranked #142.

Confluence Wealth Services first reported a position in LOW in Q4 2021 and has held it in 19 quarters since. 2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Confluence Wealth Services held 10,223 shares of Lowe's Companies worth $2.25M as of Q2 2026.
  • Confluence Wealth Services bought 2,256 Lowe's Companies shares in Q2 2026, an estimated $512K.
  • Lowe's Companies made up 0.06% of Confluence Wealth Services's portfolio in Q2 2026, its #142 holding.
  • Confluence Wealth Services first reported a position in Lowe's Companies in Q4 2021 and has held it in 19 quarters since.
  • 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.