Dougherty Wealth Advisers’s Lowe's Companies LOW Stock Holding History

Dougherty Wealth Advisers’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	$145K	Hold	656	–	–	0.08%	59
2026 Q1	$155K	Hold	656	–	–	0.1%	52
2025 Q4	$158K	Hold	656	–	–	0.09%	53
2025 Q3	$165K	Hold	656	–	–	0.11%	43
2025 Q2	$146K	Hold	656	–	–	0.1%	48
2025 Q1	$153K	Hold	656	–	–	0.11%	45
2024 Q4	$162K	Hold	656	–	–	0.13%	45
2024 Q3	$178K	Sell	656 -41	-6%	-$9.93K	0.14%	42
2024 Q2	$154K	Hold	697	–	–	0.13%	43
2024 Q1	$178K	Sell	697 -174	-20%	-$40K	0.16%	39
2023 Q4	$194K	Hold	871	–	–	0.18%	39
2023 Q3	$181K	Hold	871	–	–	0.21%	38
2023 Q2	$197K	Sell	871 -95	-10%	-$19.8K	0.27%	37
2023 Q1	$193K	Hold	966	–	–	0.29%	35
2022 Q4	$192K	Hold	966	–	–	0.32%	38
2022 Q3	$181K	Hold	966	–	–	0.36%	31
2022 Q2	$169K	Hold	966	–	–	0.32%	37
2022 Q1	$195K	Hold	966	–	–	0.29%	38
2021 Q4	$250K	Hold	966	–	–	0.35%	33
2021 Q3	$196K	Hold	966	–	–	0.29%	37
2021 Q2	$187K	Hold	966	–	–	0.28%	38
2021 Q1	$184K	Hold	966	–	–	0.28%	36
2020 Q4	$155K	Hold	966	–	–	0.24%	41
2020 Q3	$160K	Hold	966	–	–	0.55%	38
2020 Q2	$131K	Hold	966	–	–	0.48%	42
2020 Q1	$83K	Hold	966	–	–	0.33%	57
2019 Q4	$116K	Hold	966	–	–	0.35%	55
2019 Q3	$106K	Hold	966	–	–	0.35%	55
2019 Q2	$97K	Hold	966	–	–	0.27%	73
2019 Q1	$106K	Hold	966	–	–	0.36%	52
2018 Q4	$94K	Buy	+966	New	+$93.1K	0.31%	61

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dougherty Wealth Advisers's LOW Position: Q2 2026 in Review

Dougherty Wealth Advisers held its Lowe's Companies (LOW) position steady in Q2 2026 at 656 shares worth $145K. The position accounts for 0.08% of the portfolio, ranked #59.

Dougherty Wealth Advisers first reported a position in LOW in Q4 2018 and has held it in 31 quarters since. The position peaked at $250K in Q4 2021. 2,644 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Dougherty Wealth Advisers held 656 shares of Lowe's Companies worth $145K as of Q2 2026.
Dougherty Wealth Advisers left its Lowe's Companies share count unchanged in Q2 2026.
Lowe's Companies made up 0.08% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #59 holding.
Dougherty Wealth Advisers first reported a position in Lowe's Companies in Q4 2018 and has held it in 31 quarters since.
Dougherty Wealth Advisers's Lowe's Companies position peaked at $250K in Q4 2021.
2,644 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.