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Fi3 Financial Advisors’s Lowe's Companies LOW Stock Holding History

Fi3 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 		– Sell
-1,048
Closed -$253K – 231
2025
Q4 		$253K Sell
1,048
-26
-2% -$6.24K 0.08% 148
2025
Q3 		$270K Buy
1,074
+39
+4% +$9.58K 0.09% 109
2025
Q2 		$230K Sell
1,035
-52
-5% -$11.6K 0.08% 139
2025
Q1 		$254K Sell
1,087
-21
-2% -$5.17K 0.1% 96
2024
Q4 		$273K Sell
1,108
-194
-15% -$51.8K 0.1% 84
2024
Q3 		$353K Sell
1,302
-8
-0.6% -$1.94K 0.14% 56
2024
Q2 		$289K Sell
1,310
-38
-3% -$8.67K 0.13% 59
2024
Q1 		$313K Buy
1,348
+26
+2% +$5.98K 0.14% 54
2023
Q4 		$294K Sell
1,322
-71
-5% -$14.4K 0.14% 53
2023
Q3 		$290K Sell
1,393
-5
-0.4% -$1.13K 0.16% 54
2023
Q2 		$316K Buy
1,398
+166
+13% +$34.5K 0.17% 49
2023
Q1 		$246K Buy
1,232
+112
+10% +$22.8K 0.13% 59
2022
Q4 		$223K Buy
+1,120
New +$224K 0.13% 60
2022
Q2 		– Sell
-994
Closed -$201K – 55
2022
Q1 		$201K Buy
994
+81
+9% +$18.6K 0.16% 49
2021
Q4 		$236K Buy
+913
New +$217K 0.15% 43

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fi3 Financial Advisors's LOW Position: Q1 2026 in Review

Fi3 Financial Advisors sold out of Lowe's Companies (LOW) in Q1 2026, closing a stake of 1,048 shares — an estimated $253K sold.

Fi3 Financial Advisors first reported a position in LOW in Q4 2021 and held it in 15 quarters. The position peaked at $353K in Q3 2024. 2,683 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Fi3 Financial Advisors reported no remaining Lowe's Companies position as of Q1 2026 after selling out during the quarter.
  • Fi3 Financial Advisors sold 1,048 Lowe's Companies shares in Q1 2026, an estimated $253K.
  • Fi3 Financial Advisors first reported a position in Lowe's Companies in Q4 2021 and held it in 15 quarters.
  • Fi3 Financial Advisors's Lowe's Companies position peaked at $353K in Q3 2024.
  • 2,683 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.