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 Q2	$596K	Buy	2,703 +4	+0.1%	+$908	0.09%	75
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 $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

Elwood & Goetz Wealth Advisory Group's LOW Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Lowe's Companies (LOW) stake by 0.15% in Q2 2026, buying an estimated $908 and bringing the position to 2,703 shares worth $596K. The position accounts for 0.09% of the portfolio, ranked #75.

Elwood & Goetz Wealth Advisory Group first reported a position in LOW in Q4 2020 and has held it in 13 quarters since. The position peaked at $716K in Q3 2024. 2,651 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 2,703 shares of Lowe's Companies worth $596K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group bought 4 Lowe's Companies shares in Q2 2026, an estimated $908.
Lowe's Companies made up 0.09% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #75 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Lowe's Companies in Q4 2020 and has held it in 13 quarters since.
Elwood & Goetz Wealth Advisory Group's Lowe's Companies position peaked at $716K in Q3 2024.
2,651 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.