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Dogwood Wealth Management’s Lowe's Companies LOW Stock Holding History

Dogwood Wealth Management’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 		$31.8K Sell
144
-25
-15% -$5.68K 0.01% 200
2026
Q1 		$39.9K Buy
169
+55
+48% +$14.3K 0.02% 165
2025
Q4 		$27.5K Buy
114
+10
+10% +$2.4K 0.01% 168
2025
Q3 		$26.1K Buy
104
+29
+39% +$7.13K 0.01% 160
2025
Q2 		$16.8K Buy
75
+36
+92% +$8.03K 0.01% 198
2025
Q1 		$9.1K Buy
+39
New +$9.6K ﹤0.01% 199
2024
Q3 		– Hold
0
– – – 208
2024
Q2 		– Hold
0
– – – 262
2024
Q1 		– Hold
0
– – – 250
2023
Q4 		– Hold
0
– – – 230

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

Dogwood Wealth Management's LOW Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Lowe's Companies (LOW) stake by 15% in Q2 2026, selling an estimated $5.68K and leaving 144 shares worth $31.8K. The position accounts for 0.01% of the portfolio, ranked #200.

Dogwood Wealth Management first reported a position in LOW in Q1 2025 and has held it in 6 quarters since. The position peaked at $39.9K in Q1 2026. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Dogwood Wealth Management held 144 shares of Lowe's Companies worth $31.8K as of Q2 2026.
  • Dogwood Wealth Management sold 25 Lowe's Companies shares in Q2 2026, an estimated $5.68K.
  • Lowe's Companies made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Dogwood Wealth Management first reported a position in Lowe's Companies in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Lowe's Companies position peaked at $39.9K in Q1 2026.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.