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GoalVest Advisory’s Lowe's Companies LOW Stock Holding History

GoalVest Advisory’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 		$49.4K Sell
224
-17
-7% -$3.86K 0.01% 209
2026
Q1 		$56.9K Hold
241
– – 0.01% 212
2025
Q4 		$58.1K Sell
241
-57
-19% -$13.7K 0.01% 227
2025
Q3 		$74.9K Buy
298
+95
+47% +$23.3K 0.02% 191
2025
Q2 		$45K Sell
203
-35
-15% -$7.81K 0.01% 217
2025
Q1 		$55.5K Buy
238
+27
+13% +$6.64K 0.02% 178
2024
Q4 		$52.1K Buy
211
+29
+16% +$7.75K 0.01% 183
2024
Q3 		$49.3K Sell
182
-225
-55% -$54.5K 0.01% 192
2024
Q2 		$89.7K Sell
407
-166
-29% -$37.9K 0.03% 139
2024
Q1 		$146K Buy
573
+222
+63% +$51K 0.05% 130
2023
Q4 		$78.1K Sell
351
-546
-61% -$111K 0.03% 107
2023
Q3 		$186K Buy
897
+230
+34% +$51.7K 0.09% 73
2023
Q2 		$151K Buy
+667
New +$139K 0.08% 78
2023
Q1 		– Sell
-25
Closed -$4.98K – 281
2022
Q4 		$4.98K Buy
+25
New +$5K ﹤0.01% 203
2022
Q3 		– Sell
-939
Closed -$169K – 286
2022
Q2 		$169K Buy
939
+936
+31,200% +$180K 0.11% 115
2022
Q1 		$1K Buy
+3
New +$690 ﹤0.01% 344
2021
Q2 		$4K Buy
+23
New +$4.5K ﹤0.01% 220

Other funds holding LOW

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GoalVest Advisory's LOW Position: Q2 2026 in Review

GoalVest Advisory reduced its Lowe's Companies (LOW) stake by 7.1% in Q2 2026, selling an estimated $3.86K and leaving 224 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #209.

GoalVest Advisory first reported a position in LOW in Q2 2021 and has held it in 17 quarters since. The position peaked at $186K in Q3 2023. 481 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • GoalVest Advisory held 224 shares of Lowe's Companies worth $49.4K as of Q2 2026.
  • GoalVest Advisory sold 17 Lowe's Companies shares in Q2 2026, an estimated $3.86K.
  • Lowe's Companies made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #209 holding.
  • GoalVest Advisory first reported a position in Lowe's Companies in Q2 2021 and has held it in 17 quarters since.
  • GoalVest Advisory's Lowe's Companies position peaked at $186K in Q3 2023.
  • 481 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.