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

Exencial 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
Q1 		$4.11M Sell
17,387
-957
-5% -$250K 0.13% 159
2025
Q4 		$4.42M Sell
18,344
-1,444
-7% -$347K 0.14% 147
2025
Q3 		$4.97M Buy
19,788
+474
+2% +$116K 0.16% 136
2025
Q2 		$4.29M Buy
19,314
+3,441
+22% +$768K 0.15% 147
2025
Q1 		$3.7M Buy
15,873
+26
+0.2% +$6.4K 0.14% 159
2024
Q4 		$3.91M Sell
15,847
-574
-3% -$153K 0.14% 150
2024
Q3 		$4.45M Sell
16,421
-471
-3% -$114K 0.16% 144
2024
Q2 		$3.72M Sell
16,892
-392
-2% -$89.4K 0.14% 153
2024
Q1 		$4.4M Sell
17,284
-554
-3% -$127K 0.16% 137
2023
Q4 		$3.97M Sell
17,838
-534
-3% -$108K 0.16% 138
2023
Q3 		$3.82M Sell
18,372
-2,430
-12% -$547K 0.19% 131
2023
Q2 		$4.69M Buy
20,802
+352
+2% +$73.2K 0.22% 118
2023
Q1 		$4.09M Sell
20,450
-597
-3% -$121K 0.21% 122
2022
Q4 		$4.19M Sell
21,047
-469
-2% -$93.7K 0.23% 118
2022
Q3 		$4.04M Sell
21,516
-2,637
-11% -$514K 0.24% 117
2022
Q2 		$4.22M Buy
24,153
+1,646
+7% +$317K 0.24% 123
2022
Q1 		$4.55M Buy
22,507
+475
+2% +$109K 0.23% 130
2021
Q4 		$5.7M Sell
22,032
-691
-3% -$164K 0.28% 118
2021
Q3 		$4.61M Buy
22,723
+3,033
+15% +$604K 0.2% 106
2021
Q2 		$3.82M Sell
19,690
-2,725
-12% -$533K 0.21% 138
2021
Q1 		$4.26M Buy
22,415
+1,659
+8% +$285K 0.25% 122
2020
Q4 		$3.33M Sell
20,756
-21,859
-51% -$3.55M 0.23% 125
2020
Q3 		$7.07M Buy
42,615
+20,697
+94% +$3.19M 0.37% 79
2020
Q2 		$2.96M Buy
+21,918
New +$2.5M 0.26% 119
2020
Q1 		– Sell
-1,728
Closed -$207K – 257
2019
Q4 		$207K Buy
+1,728
New +$198K 0.04% 254
2018
Q4 		– Sell
-2,081
Closed -$239K – 223
2018
Q3 		$239K Buy
+2,081
New +$217K 0.06% 168
2018
Q1 		– Sell
-2,517
Closed -$234K – 178
2017
Q4 		$234K Buy
+2,517
New +$208K 0.07% 164

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Exencial Wealth Advisors's LOW Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Lowe's Companies (LOW) stake by 5.2% in Q1 2026, selling an estimated $250K and leaving 17,387 shares worth $4.11M. The position accounts for 0.13% of the portfolio, ranked #159.

Exencial Wealth Advisors first reported a position in LOW in Q4 2017 and has held it in 27 quarters since. The position peaked at $7.07M in Q3 2020. 2,698 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Exencial Wealth Advisors held 17,387 shares of Lowe's Companies worth $4.11M as of Q1 2026.
  • Exencial Wealth Advisors sold 957 Lowe's Companies shares in Q1 2026, an estimated $250K.
  • Lowe's Companies made up 0.13% of Exencial Wealth Advisors's portfolio in Q1 2026, its #159 holding.
  • Exencial Wealth Advisors first reported a position in Lowe's Companies in Q4 2017 and has held it in 27 quarters since.
  • Exencial Wealth Advisors's Lowe's Companies position peaked at $7.07M in Q3 2020.
  • 2,698 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.