CWS Financial Advisors’s Lowe's Companies LOW Stock Holding History

CWS Financial Advisors’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	$230K	Buy	+1,045	New	+$237K	0.05%	161
2024 Q1	–	Sell	-1,631	Closed	-$363K	–	130
2023 Q4	$363K	Buy	1,631 +1	+0.1%	+$203	0.14%	108
2023 Q3	$339K	Sell	1,630 -50	-3%	-$11.2K	0.14%	108
2023 Q2	$379K	Sell	1,680 -57	-3%	-$11.9K	0.14%	104
2023 Q1	$347K	Sell	1,737 -52	-3%	-$10.6K	0.14%	108
2022 Q4	$340K	Buy	1,789 +86	+5%	+$17.2K	0.15%	97
2022 Q3	$320K	Buy	1,703 +1	+0.1%	+$195	0.15%	105
2022 Q2	$297K	Buy	1,702 +2	+0.1%	+$386	0.14%	111
2022 Q1	$344K	Buy	1,700 +1	+0.1%	+$230	0.13%	106
2021 Q4	$439K	Buy	+1,699	New	+$404K	0.15%	98
2021 Q2	$320K	Sell	1,650 -139	-8%	-$27.2K	0.13%	108
2021 Q1	$340K	Buy	1,789 +1	+0.1%	+$172	0.15%	97
2020 Q4	$287K	Buy	1,788 +2	+0.1%	+$325	0.17%	99
2020 Q3	$296K	Buy	1,786 +1	+0.1%	+$154	0.2%	94
2020 Q2	$241K	Sell	1,785 -14	-0.8%	-$1.6K	0.17%	109
2020 Q1	$215K	Hold	1,799	–	–	0.16%	112
2019 Q4	$215K	Buy	+1,799	New	+$206K	0.16%	113

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CWS Financial Advisors's LOW Position: Q2 2026 in Review

CWS Financial Advisors opened a new position in Lowe's Companies (LOW) in Q2 2026: 1,045 shares worth $230K. The stake represents 0.05% of the portfolio and ranks #161 among its holdings. This is a return to the name: CWS Financial Advisors previously reported a position in LOW as recently as Q4 2023.

CWS Financial Advisors first reported a position in LOW in Q4 2019 and has held it in 17 quarters since. The position peaked at $439K in Q4 2021. 2,651 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

CWS Financial Advisors held 1,045 shares of Lowe's Companies worth $230K as of Q2 2026.
Lowe's Companies was a new CWS Financial Advisors position in Q2 2026.
Lowe's Companies made up 0.05% of CWS Financial Advisors's portfolio in Q2 2026, its #161 holding.
CWS Financial Advisors first reported a position in Lowe's Companies in Q4 2019 and has held it in 17 quarters since.
CWS Financial Advisors's Lowe's Companies position peaked at $439K in Q4 2021.
2,651 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.