EIG
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Ellenbecker Investment Group’s Lowe's Companies LOW Stock Holding History

Ellenbecker Investment Group’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 		$218K Sell
988
-244
-20% -$55.4K 0.03% 143
2026
Q1 		$291K Buy
1,232
+165
+15% +$43K 0.04% 107
2025
Q4 		$257K Buy
1,067
+142
+15% +$34.1K 0.04% 114
2025
Q3 		$233K Sell
925
-25
-3% -$6.14K 0.03% 115
2025
Q2 		$211K Sell
950
-74
-7% -$16.5K 0.03% 116
2025
Q1 		$239K Sell
1,024
-86
-8% -$21.2K 0.04% 100
2024
Q4 		$274K Buy
1,110
+66
+6% +$17.6K 0.05% 94
2024
Q3 		$283K Sell
1,044
-594
-36% -$144K 0.05% 91
2024
Q2 		$361K Buy
1,638
+483
+42% +$110K 0.07% 80
2024
Q1 		$294K Sell
1,155
-146
-11% -$33.6K 0.06% 83
2023
Q4 		$289K Sell
1,301
-868
-40% -$176K 0.07% 78
2023
Q3 		$450K Buy
2,169
+379
+21% +$85.3K 0.12% 59
2023
Q2 		$404K Buy
1,790
+87
+5% +$18.1K 0.1% 62
2023
Q1 		$340K Buy
1,703
+104
+7% +$21.1K 0.09% 63
2022
Q4 		$318K Sell
1,599
-106
-6% -$21.2K 0.09% 66
2022
Q3 		$320K Buy
1,705
+68
+4% +$13.2K 0.1% 58
2022
Q2 		$285K Sell
1,637
-2
-0.1% -$386 0.09% 67
2022
Q1 		$331K Sell
1,639
-47
-3% -$10.8K 0.09% 63
2021
Q4 		$435K Buy
1,686
+66
+4% +$15.7K 0.12% 51
2021
Q3 		$325K Buy
1,620
+305
+23% +$60.8K 0.1% 52
2021
Q2 		$255K Hold
1,315
– – 0.08% 61
2021
Q1 		$250K Sell
1,315
-65
-5% -$11.2K 0.09% 57
2020
Q4 		$221K Buy
1,380
+67
+5% +$10.9K 0.08% 63
2020
Q3 		$218K Buy
+1,313
New +$202K 0.09% 60

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 $3.38T AUM 44.17% 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

Ellenbecker Investment Group's LOW Position: Q2 2026 in Review

Ellenbecker Investment Group reduced its Lowe's Companies (LOW) stake by 20% in Q2 2026, selling an estimated $55.4K and leaving 988 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #143.

Ellenbecker Investment Group first reported a position in LOW in Q3 2020 and has held it in 24 quarters since. The position peaked at $450K in Q3 2023. 2,657 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Ellenbecker Investment Group held 988 shares of Lowe's Companies worth $218K as of Q2 2026.
  • Ellenbecker Investment Group sold 244 Lowe's Companies shares in Q2 2026, an estimated $55.4K.
  • Lowe's Companies made up 0.03% of Ellenbecker Investment Group's portfolio in Q2 2026, its #143 holding.
  • Ellenbecker Investment Group first reported a position in Lowe's Companies in Q3 2020 and has held it in 24 quarters since.
  • Ellenbecker Investment Group's Lowe's Companies position peaked at $450K in Q3 2023.
  • 2,657 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.