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FSM Wealth Advisors’s Lowe's Companies LOW Stock Holding History

FSM 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 		$432K Sell
1,960
-246
-11% -$55.9K 0.05% 206
2026
Q1 		$521K Buy
2,206
+189
+9% +$49.3K 0.07% 161
2025
Q4 		$486K Buy
2,017
+12
+0.6% +$2.88K 0.07% 170
2025
Q3 		$504K Buy
2,005
+215
+12% +$52.8K 0.07% 175
2025
Q2 		$403K Buy
1,790
+21
+1% +$4.69K 0.07% 183
2025
Q1 		$413K Buy
1,769
+119
+7% +$29.3K 0.09% 124
2024
Q4 		$427K Buy
1,650
+144
+10% +$38.5K 0.1% 110
2024
Q3 		$408K Buy
1,506
+159
+12% +$38.5K 0.11% 109
2024
Q2 		$297K Sell
1,347
-14
-1% -$3.19K 0.1% 117
2024
Q1 		$347K Sell
1,361
-490
-26% -$113K 0.12% 113
2023
Q4 		$412K Buy
1,851
+1
+0.1% +$203 0.18% 94
2023
Q3 		$385K Sell
1,850
-16
-0.9% -$3.6K 0.19% 92
2023
Q2 		$428K Buy
1,866
+3
+0.2% +$624 0.21% 91
2023
Q1 		$373K Buy
1,863
+200
+12% +$40.6K 0.22% 98
2022
Q4 		$331K Hold
1,663
– – 0.24% 97
2022
Q3 		$312K Buy
1,663
+113
+7% +$22K 0.26% 96
2022
Q2 		$313K Buy
+1,550
New +$299K 0.31% 82

Other funds holding LOW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
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 22.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

FSM Wealth Advisors's LOW Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Lowe's Companies (LOW) stake by 11% in Q2 2026, selling an estimated $55.9K and leaving 1,960 shares worth $432K. The position accounts for 0.05% of the portfolio, ranked #206.

FSM Wealth Advisors first reported a position in LOW in Q2 2022 and has held it in 17 quarters since. The position peaked at $521K in Q1 2026. 1,410 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • FSM Wealth Advisors held 1,960 shares of Lowe's Companies worth $432K as of Q2 2026.
  • FSM Wealth Advisors sold 246 Lowe's Companies shares in Q2 2026, an estimated $55.9K.
  • Lowe's Companies made up 0.05% of FSM Wealth Advisors's portfolio in Q2 2026, its #206 holding.
  • FSM Wealth Advisors first reported a position in Lowe's Companies in Q2 2022 and has held it in 17 quarters since.
  • FSM Wealth Advisors's Lowe's Companies position peaked at $521K in Q1 2026.
  • 1,410 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.