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Financial Planning Hawaii’s Lowe's Companies LOW Stock Holding History

Financial Planning Hawaii’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 		$294K Sell
1,334
-819
-38% -$186K 0.16% 111
2026
Q1 		$509K Hold
2,153
– – 0.3% 79
2025
Q4 		$519K Buy
+2,153
New +$517K 0.3% 80

Other funds holding LOW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Planning Hawaii's LOW Position: Q2 2026 in Review

Financial Planning Hawaii reduced its Lowe's Companies (LOW) stake by 38% in Q2 2026, selling an estimated $186K and leaving 1,334 shares worth $294K. The position accounts for 0.16% of the portfolio, ranked #111.

Financial Planning Hawaii first reported a position in LOW in Q4 2025 and has held it in 3 quarters since. The position peaked at $519K in Q4 2025. 1,620 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Financial Planning Hawaii held 1,334 shares of Lowe's Companies worth $294K as of Q2 2026.
  • Financial Planning Hawaii sold 819 Lowe's Companies shares in Q2 2026, an estimated $186K.
  • Lowe's Companies made up 0.16% of Financial Planning Hawaii's portfolio in Q2 2026, its #111 holding.
  • Financial Planning Hawaii first reported a position in Lowe's Companies in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Lowe's Companies position peaked at $519K in Q4 2025.
  • 1,620 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.