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Evergreen Advisors’s Lowe's Companies LOW Stock Holding History

Evergreen Advisors’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 		$333K Buy
1,410
+433
+44% +$113K 0.08% 20
2025
Q4 		$236K Buy
+977
New +$235K 0.06% 22
2025
Q2 		$211K Hold
951
– – 0.06% 19
2025
Q1 		$222K Sell
951
-234
-20% -$57.6K 0.06% 17
2024
Q4 		$292K Sell
1,185
-3
-0.3% -$801 0.08% 17
2024
Q3 		$322K Buy
1,188
+3
+0.3% +$727 0.09% 16
2024
Q2 		$261K Sell
1,185
-179
-13% -$40.8K 0.08% 16
2024
Q1 		$348K Hold
1,364
– – 0.11% 15
2023
Q4 		$304K Hold
1,364
– – 0.1% 15
2023
Q3 		$284K Buy
+1,364
New +$307K 0.1% 16

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evergreen Advisors's LOW Position: Q1 2026 in Review

Evergreen Advisors increased its Lowe's Companies (LOW) stake by 44% in Q1 2026, buying an estimated $113K and bringing the position to 1,410 shares worth $333K. The position accounts for 0.08% of the portfolio, ranked #20.

Evergreen Advisors first reported a position in LOW in Q3 2023 and has held it in 10 quarters since. The position peaked at $348K in Q1 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Evergreen Advisors held 1,410 shares of Lowe's Companies worth $333K as of Q1 2026.
  • Evergreen Advisors bought 433 Lowe's Companies shares in Q1 2026, an estimated $113K.
  • Lowe's Companies made up 0.08% of Evergreen Advisors's portfolio in Q1 2026, its #20 holding.
  • Evergreen Advisors first reported a position in Lowe's Companies in Q3 2023 and has held it in 10 quarters since.
  • Evergreen Advisors's Lowe's Companies position peaked at $348K in Q1 2024.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Evergreen Advisors's 13F filing for Q1 2026, filed 5 May 2026.