Evernest Financial Advisors’s Lowe's Companies LOW Stock Holding History

Evernest Financial 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	$686K	Sell	2,830 -315	-10%	-$82.2K	0.14%	101
2025 Q4	$871K	Sell	3,145 -200	-6%	-$48K	0.18%	84
2025 Q3	$841K	Buy	3,345 +3	+0.1%	+$737	0.24%	86
2025 Q2	$741K	Buy	3,342 +77	+2%	+$17.2K	0.24%	85
2025 Q1	$761K	Sell	3,265 -77	-2%	-$18.9K	0.27%	84
2024 Q4	$825K	Sell	3,342 -35	-1%	-$9.35K	0.21%	74
2024 Q3	$915K	Sell	3,377 -175	-5%	-$42.4K	0.25%	68
2024 Q2	$783K	Buy	3,552 +21	+0.6%	+$4.79K	0.35%	63
2024 Q1	$813K	Sell	3,531 -6,422	-65%	-$1.48M	0.38%	57
2023 Q4	$2.22M	Buy	+9,953	New	+$2.02M	1.12%	19
2021 Q4	$785K	Buy	+3,531	New	+$839K	0.41%	55

Other funds holding LOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evernest Financial Advisors's LOW Position: Q1 2026 in Review

Evernest Financial Advisors reduced its Lowe's Companies (LOW) stake by 10% in Q1 2026, selling an estimated $82.2K and leaving 2,830 shares worth $686K. The position accounts for 0.14% of the portfolio, ranked #101.

Evernest Financial Advisors first reported a position in LOW in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.22M in Q4 2023. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Evernest Financial Advisors held 2,830 shares of Lowe's Companies worth $686K as of Q1 2026.
Evernest Financial Advisors sold 315 Lowe's Companies shares in Q1 2026, an estimated $82.2K.
Lowe's Companies made up 0.14% of Evernest Financial Advisors's portfolio in Q1 2026, its #101 holding.
Evernest Financial Advisors first reported a position in Lowe's Companies in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's Lowe's Companies position peaked at $2.22M in Q4 2023.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.