Focused Wealth Management’s Lowe's Companies LOW Stock Holding History

Focused Wealth Management’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	$301K	Buy	1,366 +402	+42%	+$91.3K	0.03%	181
2026 Q1	$228K	Buy	964 +65	+7%	+$17K	0.02%	176
2025 Q4	$217K	Sell	899 -89	-9%	-$21.4K	0.02%	173
2025 Q3	$248K	Buy	988 +3	+0.3%	+$737	0.03%	159
2025 Q2	$219K	Sell	985 -35	-3%	-$7.81K	0.03%	166
2025 Q1	$238K	Buy	+1,020	New	+$251K	0.03%	148
2024 Q1	–	Sell	-560	Closed	-$125K	–	620
2023 Q4	$125K	Buy	560 +1	+0.2%	+$203	0.02%	177
2023 Q3	$116K	Hold	559	–	–	0.02%	179
2023 Q2	$126K	Buy	559 +1	+0.2%	+$208	0.02%	180
2023 Q1	$112K	Sell	558 -103	-16%	-$20.9K	0.02%	191
2022 Q4	$132K	Buy	661 +1	+0.2%	+$200	0.03%	162
2022 Q3	$124K	Buy	660 +1	+0.2%	+$195	0.03%	160
2022 Q2	$115K	Buy	659 +1	+0.2%	+$193	0.02%	177
2022 Q1	$133K	Buy	658 +1	+0.2%	+$230	0.02%	182
2021 Q4	$170K	Hold	657	–	–	0.03%	192
2021 Q3	$133K	Sell	657 -399	-38%	-$79.5K	0.02%	236
2021 Q2	$205K	Hold	1,056	–	–	0.03%	166
2021 Q1	$201K	Buy	1,056 +193	+22%	+$33.1K	0.04%	168
2020 Q4	$139K	Sell	863 -29	-3%	-$4.71K	0.03%	203
2020 Q3	$148K	Hold	892	–	–	0.03%	169
2020 Q2	$120K	Buy	892 +112	+14%	+$12.8K	0.03%	199
2020 Q1	$67K	Hold	780	–	–	0.02%	253
2019 Q4	$93K	Sell	780 -200	-20%	-$22.9K	0.02%	260
2019 Q3	$108K	Hold	980	–	–	0.03%	223
2019 Q2	$99K	Buy	980 +200	+26%	+$21.1K	0.03%	239
2019 Q1	$85K	Hold	780	–	–	0.03%	237
2018 Q4	$72K	Hold	780	–	–	0.02%	258
2018 Q3	$90K	Hold	780	–	–	0.03%	238
2018 Q2	$75K	Hold	780	–	–	0.03%	246
2018 Q1	$68K	Sell	780 -62	-7%	-$5.87K	0.02%	273
2017 Q4	$78K	Sell	842 -300	-26%	-$24.8K	0.03%	255
2017 Q3	$91K	Hold	1,142	–	–	0.03%	168
2017 Q2	$89K	Hold	1,142	–	–	0.03%	232
2017 Q1	$94K	Hold	1,142	–	–	0.04%	221
2016 Q4	$81K	Hold	1,142	–	–	0.03%	228
2016 Q3	$82K	Hold	1,142	–	–	0.04%	222
2016 Q2	$90K	Hold	1,142	–	–	0.04%	208
2016 Q1	$87K	Hold	1,142	–	–	0.05%	147
2015 Q4	$87K	Buy	1,142 +62	+6%	+$4.6K	0.05%	162
2015 Q3	$74K	Hold	1,080	–	–	0.05%	167
2015 Q2	$72K	Hold	1,080	–	–	0.04%	167
2015 Q1	$80K	Hold	1,080	–	–	0.05%	159
2014 Q4	$75K	Hold	1,080	–	–	0.05%	160
2014 Q3	$57K	Hold	1,080	–	–	0.04%	181
2014 Q2	$52K	Hold	1,080	–	–	0.04%	182
2014 Q1	$53K	Hold	1,080	–	–	0.04%	166
2013 Q4	$54K	Buy	1,080 +400	+59%	+$19.4K	0.05%	165
2013 Q3	$32K	Buy	+680	New	+$30.9K	0.03%	208

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focused Wealth Management's LOW Position: Q2 2026 in Review

Focused Wealth Management increased its Lowe's Companies (LOW) stake by 42% in Q2 2026, buying an estimated $91.3K and bringing the position to 1,366 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #181.

Focused Wealth Management first reported a position in LOW in Q3 2013 and has held it in 48 quarters since. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Focused Wealth Management held 1,366 shares of Lowe's Companies worth $301K as of Q2 2026.
Focused Wealth Management bought 402 Lowe's Companies shares in Q2 2026, an estimated $91.3K.
Lowe's Companies made up 0.03% of Focused Wealth Management's portfolio in Q2 2026, its #181 holding.
Focused Wealth Management first reported a position in Lowe's Companies in Q3 2013 and has held it in 48 quarters since.
2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.