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

Forza 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	$972K	Sell	4,407 -347	-7%	-$78.8K	0.3%	74
2026 Q1	$1.12M	Buy	4,754 +452	+11%	+$118K	0.39%	60
2025 Q4	$1.04M	Buy	4,302 +268	+7%	+$64.3K	0.38%	64
2025 Q3	$1.01M	Buy	4,034 +106	+3%	+$26K	0.39%	60
2025 Q2	$872K	Buy	3,928 +214	+6%	+$47.8K	0.36%	70
2025 Q1	$866K	Buy	3,714 +12	+0.3%	+$2.95K	0.39%	67
2024 Q4	$914K	Buy	3,702 +426	+13%	+$114K	0.42%	63
2024 Q3	$887K	Buy	3,276 +235	+8%	+$56.9K	0.41%	67
2024 Q2	$670K	Buy	3,041 +105	+4%	+$24K	0.35%	77
2024 Q1	$748K	Hold	2,936	–	–	0.39%	68
2023 Q4	$653K	Hold	2,936	–	–	0.36%	77
2023 Q3	$610K	Sell	2,936 -81	-3%	-$18.2K	0.31%	98
2023 Q2	$681K	Hold	3,017	–	–	0.34%	91
2023 Q1	$603K	Sell	3,017 -200	-6%	-$40.6K	0.31%	98
2022 Q4	$641K	Buy	+3,217	New	+$643K	0.43%	64

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

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

Forza Wealth Management reduced its Lowe's Companies (LOW) stake by 7.3% in Q2 2026, selling an estimated $78.8K and leaving 4,407 shares worth $972K. The position accounts for 0.3% of the portfolio, ranked #74.

Forza Wealth Management first reported a position in LOW in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.12M in Q1 2026. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Forza Wealth Management held 4,407 shares of Lowe's Companies worth $972K as of Q2 2026.
Forza Wealth Management sold 347 Lowe's Companies shares in Q2 2026, an estimated $78.8K.
Lowe's Companies made up 0.3% of Forza Wealth Management's portfolio in Q2 2026, its #74 holding.
Forza Wealth Management first reported a position in Lowe's Companies in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Lowe's Companies position peaked at $1.12M in Q1 2026.
2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.