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Ethos Financial Group’s Lowe's Companies LOW Stock Holding History

Ethos Financial 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 		$638K Sell
2,942
-1,010
-26% -$229K 0.04% 313
2026
Q1 		$934K Buy
3,952
+450
+13% +$117K 0.07% 211
2025
Q4 		$845K Sell
3,502
-420
-11% -$101K 0.06% 220
2025
Q3 		$986K Sell
3,922
-214
-5% -$52.6K 0.08% 180
2025
Q2 		$918K Buy
4,136
+1,922
+87% +$429K 0.08% 179
2025
Q1 		$549K Hold
2,214
– – 0.05% 217
2024
Q4 		$549K Buy
2,214
+104
+5% +$27.8K 0.07% 149
2024
Q3 		$575K Buy
2,110
+22
+1% +$5.33K 0.09% 119
2024
Q2 		$460K Sell
2,088
-483
-19% -$110K 0.08% 145
2024
Q1 		$656K Sell
2,571
-44
-2% -$10.1K 0.12% 111
2023
Q4 		$582K Buy
2,615
+535
+26% +$108K 0.12% 124
2023
Q3 		$432K Buy
+2,080
New +$468K 0.11% 104

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 $3.37T AUM 44.26% 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

Ethos Financial Group's LOW Position: Q2 2026 in Review

Ethos Financial Group reduced its Lowe's Companies (LOW) stake by 26% in Q2 2026, selling an estimated $229K and leaving 2,942 shares worth $638K. The position accounts for 0.04% of the portfolio, ranked #313.

Ethos Financial Group first reported a position in LOW in Q3 2023 and has held it in 12 quarters since. The position peaked at $986K in Q3 2025. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Ethos Financial Group held 2,942 shares of Lowe's Companies worth $638K as of Q2 2026.
  • Ethos Financial Group sold 1,010 Lowe's Companies shares in Q2 2026, an estimated $229K.
  • Lowe's Companies made up 0.04% of Ethos Financial Group's portfolio in Q2 2026, its #313 holding.
  • Ethos Financial Group first reported a position in Lowe's Companies in Q3 2023 and has held it in 12 quarters since.
  • Ethos Financial Group's Lowe's Companies position peaked at $986K in Q3 2025.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.