DWS
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Discipline Wealth Solutions’s Lowe's Companies LOW Stock Holding History

Discipline Wealth Solutions’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 		$629K Sell
2,854
-21
-0.7% -$4.77K 0.05% 112
2026
Q1 		$679K Hold
2,875
– – 0.07% 94
2025
Q4 		$693K Buy
2,875
+48
+2% +$11.5K 0.13% 89
2025
Q3 		$710K Buy
2,827
+500
+21% +$123K 0.19% 81
2025
Q2 		$516K Hold
2,327
– – 0.2% 58
2025
Q1 		$543K Hold
2,327
– – 0.26% 47
2024
Q4 		$574K Hold
2,327
– – 0.27% 46
2024
Q3 		$630K Buy
+2,327
New +$564K 0.33% 38

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

Discipline Wealth Solutions's LOW Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its Lowe's Companies (LOW) stake by 0.73% in Q2 2026, selling an estimated $4.77K and leaving 2,854 shares worth $629K. The position accounts for 0.05% of the portfolio, ranked #112.

Discipline Wealth Solutions first reported a position in LOW in Q3 2024 and has held it in 8 quarters since. The position peaked at $710K in Q3 2025. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Discipline Wealth Solutions held 2,854 shares of Lowe's Companies worth $629K as of Q2 2026.
  • Discipline Wealth Solutions sold 21 Lowe's Companies shares in Q2 2026, an estimated $4.77K.
  • Lowe's Companies made up 0.05% of Discipline Wealth Solutions's portfolio in Q2 2026, its #112 holding.
  • Discipline Wealth Solutions first reported a position in Lowe's Companies in Q3 2024 and has held it in 8 quarters since.
  • Discipline Wealth Solutions's Lowe's Companies position peaked at $710K in Q3 2025.
  • 2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

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