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EverSource Wealth Advisors’s Lowe's Companies LOW Stock Holding History

EverSource Wealth 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
Q2 		$730K Sell
3,312
-454
-12% -$103K 0.02% 434
2026
Q1 		$890K Buy
3,766
+222
+6% +$57.9K 0.03% 418
2025
Q4 		$855K Sell
3,544
-371
-9% -$89.1K 0.03% 382
2025
Q3 		$984K Buy
3,915
+55
+1% +$13.5K 0.04% 313
2025
Q2 		$856K Sell
3,860
-1,034
-21% -$231K 0.04% 315
2025
Q1 		$1.14M Buy
4,894
+346
+8% +$85.1K 0.06% 223
2024
Q4 		$1.12M Buy
4,548
+366
+9% +$97.7K 0.06% 225
2024
Q3 		$1.13M Sell
4,182
-100
-2% -$24.2K 0.07% 200
2024
Q2 		$1.05M Buy
4,282
+1,088
+34% +$248K 0.07% 207
2024
Q1 		$728K Buy
3,194
+160
+5% +$36.8K 0.06% 223
2023
Q4 		$675K Buy
3,034
+687
+29% +$139K 0.06% 211
2023
Q3 		$488K Sell
2,347
-165
-7% -$37.1K 0.05% 233
2023
Q2 		$567K Buy
2,512
+329
+15% +$68.4K 0.06% 218
2023
Q1 		$437K Buy
2,183
+48
+2% +$9.75K 0.05% 236
2022
Q4 		$425K Sell
2,135
-2,536
-54% -$507K 0.06% 221
2022
Q3 		$878K Buy
4,671
+2,346
+101% +$457K 0.2% 98
2022
Q2 		$407K Buy
2,325
+259
+13% +$49.9K 0.1% 173
2022
Q1 		$417K Buy
2,066
+288
+16% +$66.2K 0.11% 173
2021
Q4 		$460K Buy
+1,778
New +$423K 0.13% 125

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

EverSource Wealth Advisors's LOW Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Lowe's Companies (LOW) stake by 12% in Q2 2026, selling an estimated $103K and leaving 3,312 shares worth $730K. The position accounts for 0.02% of the portfolio, ranked #434.

EverSource Wealth Advisors first reported a position in LOW in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.14M in Q1 2025. 2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • EverSource Wealth Advisors held 3,312 shares of Lowe's Companies worth $730K as of Q2 2026.
  • EverSource Wealth Advisors sold 454 Lowe's Companies shares in Q2 2026, an estimated $103K.
  • Lowe's Companies made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #434 holding.
  • EverSource Wealth Advisors first reported a position in Lowe's Companies in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Lowe's Companies position peaked at $1.14M in Q1 2025.
  • 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.