Crown Wealth Group
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Crown Wealth Group’s Lowe's Companies LOW Stock Holding History

Crown Wealth 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
Q3 		$208K Sell
1,127
-41
-4% -$8.51K 0.05% 143
2026
Q2 		$258K Buy
1,168
+31
+3% +$7.04K 0.07% 125
2026
Q1 		$269K Sell
1,137
-116
-9% -$30.3K 0.08% 110
2025
Q4 		$302K Buy
1,253
+149
+13% +$35.8K 0.08% 95
2025
Q3 		$277K Buy
1,104
+36
+3% +$8.84K 0.08% 95
2025
Q2 		$237K Sell
1,068
-20
-2% -$4.46K 0.09% 97
2025
Q1 		$254K Buy
1,088
+58
+6% +$14.3K 0.13% 82
2024
Q4 		$254K Buy
1,030
+1
+0.1% +$267 0.1% 93
2024
Q3 		$279K Sell
1,029
-22
-2% -$5.33K 0.12% 88
2024
Q2 		$232K Buy
1,051
+44
+4% +$10K 0.12% 92
2024
Q1 		$257K Buy
1,007
+56
+6% +$12.9K 0.13% 80
2023
Q4 		$212K Buy
+951
New +$193K 0.13% 88
2023
Q3 		– Sell
-937
Closed -$211K – 75
2023
Q2 		$211K Buy
+937
New +$195K 0.17% 63
2022
Q3 		– Sell
-1,234
Closed -$216K – 65
2022
Q2 		$216K Sell
1,234
-3
-0.2% -$578 0.2% 67
2022
Q1 		$250K Buy
+1,237
New +$285K 0.17% 79

Other funds holding LOW

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Crown Wealth Group's LOW Position: Q3 2026 in Review

Crown Wealth Group reduced its Lowe's Companies (LOW) stake by 3.5% in Q3 2026, selling an estimated $8.51K and leaving 1,127 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #143.

Crown Wealth Group first reported a position in LOW in Q1 2022 and has held it in 15 quarters since. The position peaked at $302K in Q4 2025. 1,412 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Crown Wealth Group held 1,127 shares of Lowe's Companies worth $208K as of Q3 2026.
  • Crown Wealth Group sold 41 Lowe's Companies shares in Q3 2026, an estimated $8.51K.
  • Lowe's Companies made up 0.05% of Crown Wealth Group's portfolio in Q3 2026, its #143 holding.
  • Crown Wealth Group first reported a position in Lowe's Companies in Q1 2022 and has held it in 15 quarters since.
  • Crown Wealth Group's Lowe's Companies position peaked at $302K in Q4 2025.
  • 1,412 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.