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

Connecticut 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	$928K	Sell	4,211 -3	-0.1%	-$681	0.03%	172
2026 Q1	$996K	Hold	4,214	–	–	0.04%	154
2025 Q4	$1.02M	Sell	4,214 -9	-0.2%	-$2.16K	0.04%	154
2025 Q3	$1.06M	Buy	4,223 +9	+0.2%	+$2.21K	0.05%	151
2025 Q2	$935K	Sell	4,214 -2	-0%	-$446	0.04%	157
2025 Q1	$983K	Sell	4,216 -776	-16%	-$191K	0.05%	149
2024 Q4	$1.23M	Buy	4,992 +2	+0%	+$534	0.06%	115
2024 Q3	$1.35M	Buy	4,990 +203	+4%	+$49.2K	0.07%	129
2024 Q2	$1.06M	Sell	4,787 -318	-6%	-$72.5K	0.05%	145
2024 Q1	$1.3M	Hold	5,105	–	–	0.07%	120
2023 Q4	$1.14M	Buy	5,105 +3,720	+269%	+$754K	0.07%	133
2023 Q3	$288K	Hold	1,385	–	–	0.02%	237
2023 Q2	$313K	Hold	1,385	–	–	0.02%	199
2023 Q1	$277K	Hold	1,385	–	–	0.02%	206
2022 Q4	$276K	Buy	1,385 +292	+27%	+$58.4K	0.02%	162
2022 Q3	$205K	Buy	+1,093	New	+$213K	0.02%	185
2022 Q1	–	Sell	-946	Closed	-$245K	–	204
2021 Q4	$245K	Buy	+946	New	+$225K	0.02%	181
2021 Q2	–	Sell	-2,102	Closed	-$400K	–	210
2021 Q1	$400K	Buy	2,102 +3	+0.1%	+$515	0.04%	112
2020 Q4	$337K	Buy	2,099 +3	+0.1%	+$487	0.04%	142
2020 Q3	$348K	Buy	+2,096	New	+$323K	0.04%	149

Other funds holding LOW

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Connecticut Wealth Management reduced its Lowe's Companies (LOW) stake by 0.07% in Q2 2026, selling an estimated $681 and leaving 4,211 shares worth $928K. The position accounts for 0.03% of the portfolio, ranked #172.

Connecticut Wealth Management first reported a position in LOW in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.35M in Q3 2024. 1,261 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Connecticut Wealth Management held 4,211 shares of Lowe's Companies worth $928K as of Q2 2026.
Connecticut Wealth Management sold 3 Lowe's Companies shares in Q2 2026, an estimated $681.
Lowe's Companies made up 0.03% of Connecticut Wealth Management's portfolio in Q2 2026, its #172 holding.
Connecticut Wealth Management first reported a position in Lowe's Companies in Q3 2020 and has held it in 20 quarters since.
Connecticut Wealth Management's Lowe's Companies position peaked at $1.35M in Q3 2024.
1,261 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.