Elwood & Goetz Wealth Advisory Group’s Lowe's Companies LOW Stock Holding History

Elwood & Goetz Wealth Advisory 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 Q1	$638K	Buy	2,699 +5	+0.2%	+$1.3K	0.11%	57
2025 Q4	$650K	Buy	2,694 +50	+2%	+$12K	0.11%	53
2025 Q3	$664K	Hold	2,644	–	–	0.13%	52
2025 Q2	$587K	Hold	2,644	–	–	0.13%	48
2025 Q1	$617K	Hold	2,644	–	–	0.15%	41
2024 Q4	$653K	Hold	2,644	–	–	0.16%	42
2024 Q3	$716K	Buy	2,644 +964	+57%	+$233K	0.18%	42
2024 Q2	$370K	Hold	1,680	–	–	0.11%	53
2024 Q1	$428K	Hold	1,680	–	–	0.1%	54
2023 Q4	$374K	Buy	1,680 +73	+5%	+$14.8K	0.08%	57
2023 Q3	$334K	Buy	+1,607	New	+$362K	0.08%	57
2021 Q1	–	Sell	-1,402	Closed	-$225K	–	48
2020 Q4	$225K	Buy	+1,402	New	+$228K	0.1%	45

Other funds holding LOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's LOW Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Lowe's Companies (LOW) stake by 0.19% in Q1 2026, buying an estimated $1.3K and bringing the position to 2,699 shares worth $638K. The position accounts for 0.11% of the portfolio, ranked #57.

Elwood & Goetz Wealth Advisory Group first reported a position in LOW in Q4 2020 and has held it in 12 quarters since. The position peaked at $716K in Q3 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Elwood & Goetz Wealth Advisory Group held 2,699 shares of Lowe's Companies worth $638K as of Q1 2026.
Elwood & Goetz Wealth Advisory Group bought 5 Lowe's Companies shares in Q1 2026, an estimated $1.3K.
Lowe's Companies made up 0.11% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #57 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Lowe's Companies in Q4 2020 and has held it in 12 quarters since.
Elwood & Goetz Wealth Advisory Group's Lowe's Companies position peaked at $716K in Q3 2024.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.