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Forum Financial Management’s Lowe's Companies LOW Stock Holding History

Forum Financial 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 		$419K Buy
1,902
+260
+16% +$59K 0.01% 232
2026
Q1 		$388K Sell
1,642
-3,132
-66% -$817K 0.01% 228
2025
Q4 		$1.15M Buy
4,774
+47
+1% +$11.3K 0.02% 227
2025
Q3 		$1.19M Sell
4,727
-10
-0.2% -$2.46K 0.02% 208
2025
Q2 		$1.05M Buy
4,737
+324
+7% +$72.3K 0.02% 210
2025
Q1 		$1.03M Sell
4,413
-25
-0.6% -$6.15K 0.02% 202
2024
Q4 		$1.1M Sell
4,438
-1
-0% -$267 0.02% 194
2024
Q3 		$1.2M Sell
4,439
-76
-2% -$18.4K 0.02% 163
2024
Q2 		$995K Sell
4,515
-23
-0.5% -$5.25K 0.02% 179
2024
Q1 		$1.16M Sell
4,538
-219
-5% -$50.3K 0.02% 172
2023
Q4 		$1.06M Sell
4,757
-289
-6% -$58.6K 0.02% 160
2023
Q3 		$1.05M Buy
5,046
+182
+4% +$40.9K 0.02% 153
2023
Q2 		$1.1M Buy
4,864
+600
+14% +$125K 0.02% 149
2023
Q1 		$853K Buy
4,264
+34
+0.8% +$6.91K 0.02% 161
2022
Q4 		$843K Buy
4,230
+3
+0.1% +$600 0.03% 159
2022
Q3 		$794K Sell
4,227
-15
-0.4% -$2.92K 0.04% 138
2022
Q2 		$741K Sell
4,242
-46
-1% -$8.87K 0.04% 154
2022
Q1 		$866K Buy
4,288
+26
+0.6% +$5.98K 0.04% 150
2021
Q4 		$1.1M Buy
+4,262
New +$1.01M 0.06% 113

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

Forum Financial Management's LOW Position: Q2 2026 in Review

Forum Financial Management increased its Lowe's Companies (LOW) stake by 16% in Q2 2026, buying an estimated $59K and bringing the position to 1,902 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #232.

Forum Financial Management first reported a position in LOW in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.2M in Q3 2024. 2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Forum Financial Management held 1,902 shares of Lowe's Companies worth $419K as of Q2 2026.
  • Forum Financial Management bought 260 Lowe's Companies shares in Q2 2026, an estimated $59K.
  • Lowe's Companies made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #232 holding.
  • Forum Financial Management first reported a position in Lowe's Companies in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Lowe's Companies position peaked at $1.2M in Q3 2024.
  • 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

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