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Eads & Heald Wealth Management’s Lowe's Companies LOW Stock Holding History

Eads & Heald 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
Q1 		$1.33M Sell
5,650
-49
-0.9% -$12.8K 0.67% 61
2025
Q4 		$1.37M Sell
5,699
-223
-4% -$53.5K 0.66% 65
2025
Q3 		$1.49M Buy
5,922
+175
+3% +$43K 0.71% 61
2025
Q2 		$1.27M Sell
5,747
-495
-8% -$110K 0.63% 71
2025
Q1 		$1.46M Buy
6,242
+201
+3% +$49.5K 0.74% 58
2024
Q4 		$1.49M Sell
6,041
-101
-2% -$27K 0.73% 62
2024
Q3 		$1.66M Sell
6,142
-129
-2% -$31.2K 0.79% 56
2024
Q2 		$1.38M Sell
6,271
-183
-3% -$41.7K 0.67% 67
2024
Q1 		$1.64M Sell
6,454
-671
-9% -$154K 0.77% 60
2023
Q4 		$1.59M Sell
7,125
-38
-0.5% -$7.7K 0.76% 63
2023
Q3 		$1.49M Sell
7,163
-169
-2% -$38K 0.78% 61
2023
Q2 		$1.66M Sell
7,332
-555
-7% -$115K 0.81% 57
2023
Q1 		$1.58M Sell
7,887
-173
-2% -$35.1K 0.78% 63
2022
Q4 		$1.61M Buy
8,060
+40
+0.5% +$8K 0.82% 54
2022
Q3 		$1.51M Sell
8,020
-128
-2% -$24.9K 0.85% 52
2022
Q2 		$1.42M Sell
8,148
-128
-2% -$24.7K 0.77% 58
2022
Q1 		$1.67M Sell
8,276
-58
-0.7% -$13.3K 0.78% 58
2021
Q4 		$2.15M Sell
8,334
-852
-9% -$203K 0.94% 49
2021
Q3 		$1.86M Sell
9,186
-1
-0% -$199 0.9% 51
2021
Q2 		$1.78M Sell
9,187
-383
-4% -$74.9K 0.87% 56
2021
Q1 		$1.82M Sell
9,570
-800
-8% -$137K 0.93% 53
2020
Q4 		$1.66M Sell
10,370
-353
-3% -$57.3K 0.9% 54
2020
Q3 		$1.78M Sell
10,723
-920
-8% -$142K 1.06% 38
2020
Q2 		$1.57M Sell
11,643
-395
-3% -$45.1K 0.96% 50
2020
Q1 		$1.04M Sell
12,038
-9,063
-43% -$990K 0.73% 65
2019
Q4 		$2.53M Sell
21,101
-370
-2% -$42.3K 1.34% 17
2019
Q3 		$2.36M Sell
21,471
-169
-0.8% -$17.8K 1.32% 22
2019
Q2 		$2.18M Sell
21,640
-499
-2% -$52.6K 1.24% 27
2019
Q1 		$2.42M Buy
22,139
+236
+1% +$23.6K 1.4% 11
2018
Q4 		$2.02M Sell
21,903
-115
-0.5% -$11.1K 1.35% 19
2018
Q3 		$2.53M Sell
22,018
-1,250
-5% -$130K 1.45% 9
2018
Q2 		$2.22M Sell
23,268
-215
-0.9% -$19.5K 1.37% 15
2018
Q1 		$2.06M Buy
23,483
+3,665
+18% +$347K 1.31% 20
2017
Q4 		$1.84M Buy
19,818
+3,010
+18% +$249K 1.09% 38
2017
Q3 		$1.34M Sell
16,808
-43
-0.3% -$3.29K 0.83% 58
2017
Q2 		$1.31M Buy
16,851
+291
+2% +$23.8K 0.84% 58
2017
Q1 		$1.36M Buy
16,560
+80
+0.5% +$6.12K 0.88% 57
2016
Q4 		$1.17M Buy
16,480
+242
+1% +$17.1K 0.8% 62
2016
Q3 		$1.17M Buy
16,238
+133
+0.8% +$10.3K 0.81% 59
2016
Q2 		$1.27M Sell
16,105
-993
-6% -$76.8K 0.88% 56
2016
Q1 		$1.29M Sell
17,098
-866
-5% -$61.1K 0.9% 56
2015
Q4 		$1.37M Sell
17,964
-30
-0.2% -$2.23K 0.95% 46
2015
Q3 		$1.24M Sell
17,994
-690
-4% -$47.5K 0.88% 52
2015
Q2 		$1.25M Sell
18,684
-117
-0.6% -$8.34K 0.82% 58
2015
Q1 		$1.4M Sell
18,801
-4,503
-19% -$323K 0.9% 53
2014
Q4 		$1.6M Sell
23,304
-2,030
-8% -$122K 1.02% 44
2014
Q3 		$1.34M Sell
25,334
-1,259
-5% -$63.6K 0.91% 53
2014
Q2 		$1.28M Sell
26,593
-2,239
-8% -$104K 0.85% 58
2014
Q1 		$1.41M Sell
28,832
-238
-0.8% -$11.5K 0.93% 55
2013
Q4 		$1.44M Buy
29,070
+300
+1% +$14.6K 0.96% 53
2013
Q3 		$1.37M Sell
28,770
-4,677
-14% -$212K 0.98% 50
2013
Q2 		$1.37M Buy
+33,447
New +$1.35M 0.97% 51

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Eads & Heald Wealth Management's LOW Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Lowe's Companies (LOW) stake by 0.86% in Q1 2026, selling an estimated $12.8K and leaving 5,650 shares worth $1.33M. The position accounts for 0.67% of the portfolio, ranked #61.

Eads & Heald Wealth Management first reported a position in LOW in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.53M in Q3 2018. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Eads & Heald Wealth Management held 5,650 shares of Lowe's Companies worth $1.33M as of Q1 2026.
  • Eads & Heald Wealth Management sold 49 Lowe's Companies shares in Q1 2026, an estimated $12.8K.
  • Lowe's Companies made up 0.67% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #61 holding.
  • Eads & Heald Wealth Management first reported a position in Lowe's Companies in Q2 2013 and has held it in 52 quarters since.
  • Eads & Heald Wealth Management's Lowe's Companies position peaked at $2.53M in Q3 2018.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.