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Cooper Financial Group’s Lowe's Companies LOW Stock Holding History

Cooper Financial Group’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 		$328K Sell
1,485
-727
-33% -$165K 0.03% 327
2026
Q1 		$523K Buy
2,212
+225
+11% +$58.7K 0.05% 248
2025
Q4 		$479K Buy
1,987
+97
+5% +$23.3K 0.05% 244
2025
Q3 		$475K Buy
1,890
+434
+30% +$107K 0.05% 245
2025
Q2 		$323K Sell
1,456
-200
-12% -$44.6K 0.04% 287
2025
Q1 		$386K Buy
1,656
+145
+10% +$35.7K 0.05% 275
2024
Q4 		$373K Buy
1,511
+252
+20% +$67.3K 0.04% 272
2024
Q3 		$341K Sell
1,259
-189
-13% -$45.8K 0.04% 296
2024
Q2 		$319K Buy
1,448
+170
+13% +$38.8K 0.05% 291
2024
Q1 		$325K Buy
1,278
+36
+3% +$8.28K 0.05% 274
2023
Q4 		$276K Buy
+1,242
New +$252K 0.05% 282
2021
Q1 		– Sell
-1,479
Closed -$237K – 280
2020
Q4 		$237K Buy
+1,479
New +$240K 0.05% 252

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

Cooper Financial Group's LOW Position: Q2 2026 in Review

Cooper Financial Group reduced its Lowe's Companies (LOW) stake by 33% in Q2 2026, selling an estimated $165K and leaving 1,485 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #327.

Cooper Financial Group first reported a position in LOW in Q4 2020 and has held it in 12 quarters since. The position peaked at $523K in Q1 2026. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Cooper Financial Group held 1,485 shares of Lowe's Companies worth $328K as of Q2 2026.
  • Cooper Financial Group sold 727 Lowe's Companies shares in Q2 2026, an estimated $165K.
  • Lowe's Companies made up 0.03% of Cooper Financial Group's portfolio in Q2 2026, its #327 holding.
  • Cooper Financial Group first reported a position in Lowe's Companies in Q4 2020 and has held it in 12 quarters since.
  • Cooper Financial Group's Lowe's Companies position peaked at $523K in Q1 2026.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.