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

Delta 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 Q1	$3.19M	Buy	13,510 +66	+0.5%	+$17.2K	0.83%	38
2025 Q4	$3.24M	Sell	13,444 -10	-0.1%	-$2.4K	0.84%	35
2025 Q3	$3.38M	Buy	13,454 +167	+1%	+$41K	0.95%	31
2025 Q2	$2.95M	Buy	13,287 +124	+0.9%	+$27.7K	1.04%	32
2025 Q1	$3.07M	Sell	13,163 -39	-0.3%	-$9.6K	1.15%	30
2024 Q4	$3.26M	Buy	13,202 +59	+0.4%	+$15.8K	1.21%	27
2024 Q3	$3.56M	Buy	13,143 +354	+3%	+$85.7K	1.29%	21
2024 Q2	$2.82M	Buy	12,789 +17	+0.1%	+$3.88K	1.09%	29
2024 Q1	$3.25M	Sell	12,772 -4	-0%	-$920	1.29%	19
2023 Q4	$2.84M	Sell	12,776 -1,393	-10%	-$282K	1.23%	24
2023 Q3	$2.94M	Hold	14,169	–	–	1.33%	18
2023 Q2	$3.2M	Buy	14,169 +1,202	+9%	+$250K	1.41%	18
2023 Q1	$2.59M	Sell	12,967 -164	-1%	-$33.3K	1.25%	22
2022 Q4	$2.62M	Sell	13,131 -135	-1%	-$27K	1.27%	23
2022 Q3	$2.49M	Sell	13,266 -85	-0.6%	-$16.6K	1.32%	20
2022 Q2	$2.33M	Sell	13,351 -12	-0.1%	-$2.31K	1.16%	26
2022 Q1	$2.7M	Buy	13,363 +13	+0.1%	+$2.99K	1.15%	24
2021 Q4	$3.45M	Sell	13,350 -181	-1%	-$43K	1.41%	17
2021 Q3	$2.75M	Buy	13,531 +61	+0.5%	+$12.2K	1.22%	23
2021 Q2	$2.61M	Buy	13,470 +128	+1%	+$25K	1.15%	27
2021 Q1	$2.54M	Buy	13,342 +668	+5%	+$115K	1.19%	24
2020 Q4	$2.03M	Sell	12,674 -666	-5%	-$108K	1.02%	34
2020 Q3	$2.21M	Sell	13,340 -1,206	-8%	-$186K	1.22%	24
2020 Q2	$1.97M	Sell	14,546 -50	-0.3%	-$5.71K	1.16%	30
2020 Q1	$1.26M	Sell	14,596 -2,512	-15%	-$274K	0.86%	47
2019 Q4	$2.05M	Sell	17,108 -60	-0.3%	-$6.86K	0.8%	51
2019 Q3	$1.89M	Sell	17,168 -54	-0.3%	-$5.7K	0.76%	55
2019 Q2	$1.74M	Buy	+17,222	New	+$1.82M	0.72%	56

Other funds holding LOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Delta Financial Advisors's LOW Position: Q1 2026 in Review

Delta Financial Advisors increased its Lowe's Companies (LOW) stake by 0.49% in Q1 2026, buying an estimated $17.2K and bringing the position to 13,510 shares worth $3.19M. The position accounts for 0.83% of the portfolio, ranked #38.

Delta Financial Advisors first reported a position in LOW in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.56M in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Delta Financial Advisors held 13,510 shares of Lowe's Companies worth $3.19M as of Q1 2026.
Delta Financial Advisors bought 66 Lowe's Companies shares in Q1 2026, an estimated $17.2K.
Lowe's Companies made up 0.83% of Delta Financial Advisors's portfolio in Q1 2026, its #38 holding.
Delta Financial Advisors first reported a position in Lowe's Companies in Q2 2019 and has held it in 28 quarters since.
Delta Financial Advisors's Lowe's Companies position peaked at $3.56M in Q3 2024.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.