EP Wealth Advisors’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15.2M | Sell |
68,909
-898
| -1% | -$204K | 0.06% | 213 |
|
|
2026
Q1 | $16.5M | Sell |
69,807
-2,627
| -4% | -$685K | 0.08% | 158 |
|
|
2025
Q4 | $17.5M | Buy |
+72,434
| New | +$17.4M | 0.09% | 143 |
|
|
2025
Q2 | $16.3M | Buy |
73,628
+814
| +1% | +$182K | 0.11% | 140 |
|
|
2025
Q1 | $17M | Sell |
72,814
-500
| -0.7% | -$123K | 0.14% | 120 |
|
|
2024
Q4 | $18.1M | Buy |
73,314
+1,161
| +2% | +$310K | 0.15% | 110 |
|
|
2024
Q3 | $19.5M | Sell |
72,153
-2,526
| -3% | -$612K | 0.17% | 106 |
|
|
2024
Q2 | $16.5M | Buy |
74,679
+7,098
| +11% | +$1.62M | 0.17% | 98 |
|
|
2024
Q1 | $17.2M | Buy |
67,581
+4,119
| +6% | +$947K | 0.2% | 88 |
|
|
2023
Q4 | $14.1M | Sell |
63,462
-2,424
| -4% | -$491K | 0.18% | 91 |
|
|
2023
Q3 | $13.7M | Buy |
65,886
+61,723
| +1,483% | +$13.9M | 0.21% | 84 |
|
|
2023
Q2 | $14.9M | Sell |
4,163
-10,475
| -72% | -$2.18M | 0.22% | 83 |
|
|
2023
Q1 | $6.92M | Sell |
14,638
-54,960
| -79% | -$11.2M | 0.12% | 112 |
|
|
2022
Q4 | $13.9M | Sell |
69,598
-3,560
| -5% | -$712K | 0.25% | 73 |
|
|
2022
Q3 | $13.7M | Buy |
73,158
+25,638
| +54% | +$4.99M | 0.31% | 65 |
|
|
2022
Q2 | $8.3M | Buy |
47,520
+2,145
| +5% | +$414K | 0.19% | 83 |
|
|
2022
Q1 | $9.17M | Sell |
45,375
-1,195
| -3% | -$275K | 0.2% | 81 |
|
|
2021
Q4 | $12M | Sell |
46,570
-712
| -2% | -$169K | 0.28% | 66 |
|
|
2021
Q3 | $9.59M | Sell |
47,282
-5,298
| -10% | -$1.06M | 0.26% | 63 |
|
|
2021
Q2 | $10.2M | Sell |
52,580
-4,369
| -8% | -$855K | 0.28% | 67 |
|
|
2021
Q1 | $10.8M | Buy |
56,949
+54,347
| +2,089% | +$9.33M | 0.34% | 58 |
|
|
2020
Q4 | $418K | Sell |
2,602
-241
| -8% | -$39.1K | 0.01% | 296 |
|
|
2020
Q3 | $472K | Buy |
2,843
+450
| +19% | +$69.3K | 0.02% | 232 |
|
|
2020
Q2 | $323K | Sell |
2,393
-272
| -10% | -$31.1K | 0.01% | 297 |
|
|
2020
Q1 | $229K | Sell |
2,665
-592
| -18% | -$64.7K | 0.01% | 338 |
|
|
2019
Q4 | $390K | Sell |
3,257
-93
| -3% | -$10.6K | 0.02% | 301 |
|
|
2019
Q3 | $368K | Sell |
3,350
-951
| -22% | -$100K | 0.02% | 252 |
|
|
2019
Q2 | $434K | Buy |
4,301
+583
| +16% | +$61.5K | 0.03% | 205 |
|
|
2019
Q1 | $407K | Sell |
3,718
-20
| -0.5% | -$2K | 0.04% | 178 |
|
|
2018
Q4 | $345K | Sell |
3,738
-122
| -3% | -$11.8K | 0.03% | 198 |
|
|
2018
Q3 | $443K | Buy |
3,860
+582
| +18% | +$60.6K | 0.03% | 182 |
|
|
2018
Q2 | $313K | Buy |
3,278
+52
| +2% | +$4.71K | 0.03% | 150 |
|
|
2018
Q1 | $283K | Buy |
3,226
+999
| +45% | +$94.6K | 0.03% | 167 |
|
|
2017
Q4 | $207K | Buy |
+2,227
| New | +$184K | 0.02% | 185 |
|
|
2017
Q2 | – | Sell |
-2,564
| Closed | -$211K | – | 185 |
|
|
2017
Q1 | $211K | Buy |
+2,564
| New | +$196K | 0.03% | 149 |
|
|
2015
Q2 | – | Sell |
-3,227
| Closed | -$240K | – | 127 |
|
|
2015
Q1 | $240K | Buy |
+3,227
| New | +$231K | 0.05% | 114 |
|
Other funds holding LOW
EP Wealth Advisors's LOW Position: Q2 2026 in Review
EP Wealth Advisors reduced its Lowe's Companies (LOW) stake by 1.3% in Q2 2026, selling an estimated $204K and leaving 68,909 shares worth $15.2M. The position accounts for 0.06% of the portfolio, ranked #213.
EP Wealth Advisors first reported a position in LOW in Q1 2015 and has held it in 36 quarters since. The position peaked at $19.5M in Q3 2024. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.
- EP Wealth Advisors held 68,909 shares of Lowe's Companies worth $15.2M as of Q2 2026.
- EP Wealth Advisors sold 898 Lowe's Companies shares in Q2 2026, an estimated $204K.
- Lowe's Companies made up 0.06% of EP Wealth Advisors's portfolio in Q2 2026, its #213 holding.
- EP Wealth Advisors first reported a position in Lowe's Companies in Q1 2015 and has held it in 36 quarters since.
- EP Wealth Advisors's Lowe's Companies position peaked at $19.5M in Q3 2024.
- 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.