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Evergreen Wealth Solutions’s Lowe's Companies LOW Stock Holding History

Evergreen Wealth Solutions’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 		$1.12M Sell
5,138
-552
-10% -$125K 0.06% 190
2026
Q1 		$1.34M Buy
5,690
+918
+19% +$239K 0.1% 136
2025
Q4 		$1.15M Buy
4,772
+970
+26% +$233K 0.16% 72
2025
Q3 		$955K Sell
3,802
-66
-2% -$16.2K 0.54% 36
2025
Q2 		$858K Sell
3,868
-87
-2% -$19.4K 0.52% 40
2025
Q1 		$923K Sell
3,955
-573
-13% -$141K 0.62% 31
2024
Q4 		$1.12M Sell
4,528
-143
-3% -$38.2K 0.78% 26
2024
Q3 		$1.27M Sell
4,671
-1,186
-20% -$287K 0.86% 16
2024
Q2 		$1.29M Buy
5,857
+547
+10% +$125K 0.92% 19
2024
Q1 		$1.35M Sell
5,310
-874
-14% -$201K 1% 21
2023
Q4 		$1.38M Sell
6,184
-189
-3% -$38.3K 1.18% 22
2023
Q3 		$1.32M Sell
6,373
-666
-9% -$150K 1.34% 22
2023
Q2 		$1.59M Sell
7,039
-2
-0% -$416 1.6% 14
2023
Q1 		$1.41M Sell
7,041
-297
-4% -$60.3K 1.63% 16
2022
Q4 		$1.46M Buy
7,338
+6
+0.1% +$1.2K 1.93% 14
2022
Q3 		$1.38M Sell
7,332
-578
-7% -$113K 1.95% 12
2022
Q2 		$1.38M Buy
7,910
+266
+3% +$51.3K 1.7% 15
2022
Q1 		$1.54M Sell
7,644
-279
-4% -$64.2K 1.5% 15
2021
Q4 		$2.05M Buy
+7,923
New +$1.88M 1.86% 8

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

Evergreen Wealth Solutions's LOW Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Lowe's Companies (LOW) stake by 9.7% in Q2 2026, selling an estimated $125K and leaving 5,138 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #190.

Evergreen Wealth Solutions first reported a position in LOW in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.05M in Q4 2021. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Evergreen Wealth Solutions held 5,138 shares of Lowe's Companies worth $1.12M as of Q2 2026.
  • Evergreen Wealth Solutions sold 552 Lowe's Companies shares in Q2 2026, an estimated $125K.
  • Lowe's Companies made up 0.06% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #190 holding.
  • Evergreen Wealth Solutions first reported a position in Lowe's Companies in Q4 2021 and has held it in 19 quarters since.
  • Evergreen Wealth Solutions's Lowe's Companies position peaked at $2.05M in Q4 2021.
  • 2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.