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Forvis Mazars Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Forvis Mazars 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
Q2 		$7.28M Buy
33,033
+160
+0.5% +$36.3K 0.12% 77
2026
Q1 		$7.77M Sell
32,873
-778
-2% -$203K 0.15% 69
2025
Q4 		$8.12M Sell
33,651
-863
-3% -$207K 0.15% 69
2025
Q3 		$8.67M Sell
34,514
-849
-2% -$209K 0.17% 65
2025
Q2 		$7.85M Sell
35,363
-848
-2% -$189K 0.17% 67
2025
Q1 		$8.45M Buy
36,211
+1,142
+3% +$281K 0.2% 61
2024
Q4 		$8.66M Sell
35,069
-63
-0.2% -$16.8K 0.2% 63
2024
Q3 		$9.52M Buy
35,132
+344
+1% +$83.3K 0.22% 62
2024
Q2 		$7.67M Buy
34,788
+910
+3% +$208K 0.19% 67
2024
Q1 		$8.63M Buy
33,878
+1,400
+4% +$322K 0.22% 67
2023
Q4 		$7.23M Sell
32,478
-405
-1% -$82.1K 0.2% 68
2023
Q3 		$6.83M Sell
32,883
-7,461
-18% -$1.68M 0.21% 69
2023
Q2 		$9.11M Buy
40,344
+6,324
+19% +$1.32M 0.27% 64
2023
Q1 		$6.8M Buy
34,020
+297
+0.9% +$60.3K 0.22% 69
2022
Q4 		$6.72M Buy
33,723
+527
+2% +$105K 0.23% 67
2022
Q3 		$6.23M Buy
33,196
+2,923
+10% +$569K 0.25% 62
2022
Q2 		$5.29M Buy
30,273
+3,041
+11% +$586K 0.21% 68
2022
Q1 		$5.51M Buy
27,232
+2,881
+12% +$663K 0.23% 51
2021
Q4 		$6.29M Sell
24,351
-32
-0.1% -$7.61K 0.26% 46
2021
Q3 		$4.95M Buy
24,383
+617
+3% +$123K 0.23% 49
2021
Q2 		$4.61M Sell
23,766
-808
-3% -$158K 0.21% 50
2021
Q1 		$4.67M Sell
24,574
-4,602
-16% -$790K 0.23% 48
2020
Q4 		$4.68M Buy
29,176
+4,880
+20% +$793K 0.23% 50
2020
Q3 		$4.03M Sell
24,296
-887
-4% -$137K 0.23% 53
2020
Q2 		$3.4M Buy
25,183
+7,775
+45% +$888K 0.22% 52
2020
Q1 		$1.5M Buy
17,408
+10,126
+139% +$1.11M 0.12% 88
2019
Q4 		$872K Buy
7,282
+1,595
+28% +$182K 0.06% 126
2019
Q3 		$625K Buy
5,687
+729
+15% +$77K 0.05% 140
2019
Q2 		$500K Sell
4,958
-632
-11% -$66.7K 0.04% 163
2019
Q1 		$612K Sell
5,590
-27
-0.5% -$2.69K 0.05% 142
2018
Q4 		$519K Sell
5,617
-625
-10% -$60.3K 0.05% 134
2018
Q3 		$717K Sell
6,242
-658
-10% -$68.6K 0.06% 122
2018
Q2 		$659K Buy
6,900
+76
+1% +$6.88K 0.06% 121
2018
Q1 		$599K Buy
6,824
+3,238
+90% +$306K 0.06% 124
2017
Q4 		$333K Sell
3,586
-411
-10% -$34K 0.03% 189
2017
Q3 		$320K Sell
3,997
-4,671
-54% -$358K 0.04% 179
2017
Q2 		$672K Buy
8,668
+179
+2% +$14.6K 0.08% 112
2017
Q1 		$698K Buy
8,489
+581
+7% +$44.5K 0.09% 99
2016
Q4 		$562K Buy
7,908
+379
+5% +$26.8K 0.07% 110
2016
Q3 		$544K Buy
7,529
+846
+13% +$65.8K 0.08% 109
2016
Q2 		$529K Buy
6,683
+238
+4% +$18.4K 0.08% 105
2016
Q1 		$488K Buy
6,445
+90
+1% +$6.35K 0.08% 110
2015
Q4 		$483K Buy
6,355
+143
+2% +$10.6K 0.07% 111
2015
Q3 		$428K Buy
6,212
+2,416
+64% +$166K 0.08% 113
2015
Q2 		$254K Buy
3,796
+190
+5% +$13.5K 0.04% 155
2015
Q1 		$268K Buy
3,606
+312
+9% +$22.4K 0.04% 156
2014
Q4 		$227K Buy
+3,294
New +$197K 0.04% 144
2014
Q2 		– Sell
-4,847
Closed -$238K – 152
2014
Q1 		$238K Hold
4,847
– – 0.04% 143
2013
Q4 		$240K Buy
4,847
+32
+0.7% +$1.55K 0.04% 139
2013
Q3 		$229K Buy
+4,815
New +$219K 0.05% 131

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

Forvis Mazars Wealth Advisors's LOW Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Lowe's Companies (LOW) stake by 0.49% in Q2 2026, buying an estimated $36.3K and bringing the position to 33,033 shares worth $7.28M. The position accounts for 0.12% of the portfolio, ranked #77.

Forvis Mazars Wealth Advisors first reported a position in LOW in Q3 2013 and has held it in 50 quarters since. The position peaked at $9.52M in Q3 2024. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 33,033 shares of Lowe's Companies worth $7.28M as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 160 Lowe's Companies shares in Q2 2026, an estimated $36.3K.
  • Lowe's Companies made up 0.12% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Lowe's Companies in Q3 2013 and has held it in 50 quarters since.
  • Forvis Mazars Wealth Advisors's Lowe's Companies position peaked at $9.52M in Q3 2024.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.