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 Q3	$524K	Sell	2,843 -11	-0.4%	-$2.28K	0.05%	123
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Discipline Wealth Solutions's LOW Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its Lowe's Companies (LOW) stake by 0.39% in Q3 2026, selling an estimated $2.28K and leaving 2,843 shares worth $524K. The position accounts for 0.05% of the portfolio, ranked #123.

Discipline Wealth Solutions first reported a position in LOW in Q3 2024 and has held it in 9 quarters since. The position peaked at $710K in Q3 2025. 1,720 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

Discipline Wealth Solutions held 2,843 shares of Lowe's Companies worth $524K as of Q3 2026.
Discipline Wealth Solutions sold 11 Lowe's Companies shares in Q3 2026, an estimated $2.28K.
Lowe's Companies made up 0.05% of Discipline Wealth Solutions's portfolio in Q3 2026, its #123 holding.
Discipline Wealth Solutions first reported a position in Lowe's Companies in Q3 2024 and has held it in 9 quarters since.
Discipline Wealth Solutions's Lowe's Companies position peaked at $710K in Q3 2025.
1,720 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.