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

Everhart 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 		$911K Sell
4,130
-221
-5% -$50.2K 0.06% 191
2026
Q1 		$1.03M Buy
4,351
+296
+7% +$77.2K 0.09% 163
2025
Q4 		$978K Buy
4,055
+255
+7% +$61.2K 0.09% 159
2025
Q3 		$955K Buy
3,800
+191
+5% +$46.9K 0.1% 147
2025
Q2 		$801K Sell
3,609
-409
-10% -$91.3K 0.09% 153
2025
Q1 		$937K Buy
4,018
+172
+4% +$42.3K 0.13% 114
2024
Q4 		$949K Buy
3,846
+232
+6% +$62K 0.2% 105
2024
Q3 		$979K Buy
3,614
+432
+14% +$105K 0.22% 105
2024
Q2 		$702K Buy
3,182
+453
+17% +$103K 0.18% 118
2024
Q1 		$695K Sell
2,729
-844
-24% -$194K 0.2% 110
2023
Q4 		$795K Buy
3,573
+1,875
+110% +$380K 0.28% 70
2023
Q3 		$353K Buy
1,698
+168
+11% +$37.8K 0.15% 134
2023
Q2 		$345K Buy
1,530
+144
+10% +$30K 0.14% 141
2023
Q1 		$277K Sell
1,386
-12
-0.9% -$2.44K 0.12% 148
2022
Q4 		$279K Sell
1,398
-475
-25% -$94.9K 0.14% 130
2022
Q3 		$352K Buy
1,873
+295
+19% +$57.5K 0.19% 106
2022
Q2 		$275K Buy
+1,578
New +$304K 0.17% 126

Other funds holding LOW

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Everhart Financial Group reduced its Lowe's Companies (LOW) stake by 5.1% in Q2 2026, selling an estimated $50.2K and leaving 4,130 shares worth $911K. The position accounts for 0.06% of the portfolio, ranked #191.

Everhart Financial Group first reported a position in LOW in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.03M in Q1 2026. 621 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Everhart Financial Group held 4,130 shares of Lowe's Companies worth $911K as of Q2 2026.
  • Everhart Financial Group sold 221 Lowe's Companies shares in Q2 2026, an estimated $50.2K.
  • Lowe's Companies made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #191 holding.
  • Everhart Financial Group first reported a position in Lowe's Companies in Q2 2022 and has held it in 17 quarters since.
  • Everhart Financial Group's Lowe's Companies position peaked at $1.03M in Q1 2026.
  • 621 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.