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GeoWealth Management’s Lowe's Companies LOW Stock Holding History

GeoWealth 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 		$518K Buy
2,350
+46
+2% +$10.4K 0.02% 490
2026
Q1 		$544K Sell
2,304
-259
-10% -$67.5K 0.02% 458
2025
Q4 		$618K Sell
2,563
-92
-3% -$22.1K 0.02% 394
2025
Q3 		$667K Buy
2,655
+61
+2% +$15K 0.02% 384
2025
Q2 		$576K Sell
2,594
-1,951
-43% -$435K 0.02% 374
2025
Q1 		$1.06M Sell
4,545
-1,006
-18% -$248K 0.04% 247
2024
Q4 		$1.37M Sell
5,551
-376
-6% -$100K 0.04% 238
2024
Q3 		$1.61M Sell
5,927
-150
-2% -$36.3K 0.06% 215
2024
Q2 		$1.34M Sell
6,077
-2,252
-27% -$514K 0.06% 215
2024
Q1 		$2.12M Sell
8,329
-789
-9% -$181K 0.08% 168
2023
Q4 		$2.03M Buy
9,118
+8,725
+2,220% +$1.77M 0.17% 117
2023
Q3 		$81K Sell
393
-184
-32% -$41.4K 0.01% 355
2023
Q2 		$130K Buy
577
+157
+37% +$32.7K 0.01% 268
2023
Q1 		$84K Buy
+420
New +$85.3K 0.01% 253
2022
Q4 		– Sell
-589
Closed -$112K – 378
2022
Q3 		$112K Buy
+589
New +$115K 0.01% 267
2021
Q1 		– Sell
-3,275
Closed -$524K – 226
2020
Q4 		$524K Buy
+3,275
New +$532K 0.08% 140

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

GeoWealth Management's LOW Position: Q2 2026 in Review

GeoWealth Management increased its Lowe's Companies (LOW) stake by 2% in Q2 2026, buying an estimated $10.4K and bringing the position to 2,350 shares worth $518K. The position accounts for 0.02% of the portfolio, ranked #490.

GeoWealth Management first reported a position in LOW in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.12M in Q1 2024. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • GeoWealth Management held 2,350 shares of Lowe's Companies worth $518K as of Q2 2026.
  • GeoWealth Management bought 46 Lowe's Companies shares in Q2 2026, an estimated $10.4K.
  • Lowe's Companies made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #490 holding.
  • GeoWealth Management first reported a position in Lowe's Companies in Q4 2020 and has held it in 16 quarters since.
  • GeoWealth Management's Lowe's Companies position peaked at $2.12M in Q1 2024.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.