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Cyndeo Wealth Partners’s Lowe's Companies LOW Stock Holding History

Cyndeo Wealth Partners’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 		$1.06M Buy
4,794
+10
+0.2% +$2.27K 0.05% 256
2026
Q1 		$1.13M Buy
4,784
+33
+0.7% +$8.61K 0.06% 223
2025
Q4 		$1.15M Buy
4,751
+3
+0.1% +$720 0.06% 223
2025
Q3 		$1.19M Sell
4,748
-135
-3% -$33.2K 0.07% 213
2025
Q2 		$1.08M Buy
4,883
+6
+0.1% +$1.34K 0.06% 221
2025
Q1 		$1.14M Sell
4,877
-11
-0.2% -$2.71K 0.07% 199
2024
Q4 		$1.21M Sell
4,888
-246
-5% -$65.7K 0.08% 197
2024
Q3 		$1.39M Buy
5,134
+1,014
+25% +$246K 0.1% 185
2024
Q2 		$908K Buy
4,120
+2
+0% +$456 0.07% 220
2024
Q1 		$1.05M Buy
4,118
+37
+0.9% +$8.51K 0.09% 194
2023
Q4 		$908K Sell
4,081
-15
-0.4% -$3.04K 0.08% 192
2023
Q3 		$851K Buy
4,096
+24
+0.6% +$5.4K 0.09% 184
2023
Q2 		$919K Sell
4,072
-194
-5% -$40.4K 0.1% 172
2023
Q1 		$853K Sell
4,266
-8,110
-66% -$1.65M 0.09% 183
2022
Q4 		$2.47M Buy
+12,376
New +$2.47M 0.29% 113

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

Cyndeo Wealth Partners's LOW Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Lowe's Companies (LOW) stake by 0.21% in Q2 2026, buying an estimated $2.27K and bringing the position to 4,794 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #256.

Cyndeo Wealth Partners first reported a position in LOW in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.47M in Q4 2022. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Cyndeo Wealth Partners held 4,794 shares of Lowe's Companies worth $1.06M as of Q2 2026.
  • Cyndeo Wealth Partners bought 10 Lowe's Companies shares in Q2 2026, an estimated $2.27K.
  • Lowe's Companies made up 0.05% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #256 holding.
  • Cyndeo Wealth Partners first reported a position in Lowe's Companies in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Lowe's Companies position peaked at $2.47M in Q4 2022.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.