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Golden State Wealth Management’s Lowe's Companies LOW Stock Holding History

Golden State 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 		$500K Buy
2,269
+15
+0.7% +$3.41K 0.05% 279
2026
Q1 		$533K Sell
2,254
-27
-1% -$7.04K 0.06% 241
2025
Q4 		$550K Buy
2,281
+50
+2% +$12K 0.06% 237
2025
Q3 		$561K Sell
2,231
-59
-3% -$14.5K 0.06% 224
2025
Q2 		$508K Buy
2,290
+5
+0.2% +$1.12K 0.06% 231
2025
Q1 		$533K Sell
2,285
-15
-0.7% -$3.69K 0.08% 193
2024
Q4 		$568K Buy
+2,300
New +$614K 0.09% 180
2022
Q1 		$313K Sell
1,547
-429
-22% -$98.7K 0.06% 231
2021
Q4 		$511K Buy
1,976
+437
+28% +$104K 0.09% 201
2021
Q3 		$312K Sell
1,539
-37
-2% -$7.37K 0.07% 229
2021
Q2 		$306K Buy
1,576
+78
+5% +$15.3K 0.07% 222
2021
Q1 		$284K Sell
1,498
-554
-27% -$95.1K 0.09% 155
2020
Q4 		$329K Buy
2,052
+316
+18% +$51.3K 0.1% 167
2020
Q3 		$288K Sell
1,736
-609
-26% -$93.8K 0.1% 148
2020
Q2 		$317K Sell
2,345
-52
-2% -$5.94K 0.08% 158
2020
Q1 		$206K Buy
+2,397
New +$262K 0.09% 153
2019
Q4 		– Sell
-2,427
Closed -$267K – 561
2019
Q3 		$267K Buy
2,427
+201
+9% +$21.2K 0.09% 167
2019
Q2 		$224K Sell
2,226
-86
-4% -$9.07K 0.07% 209
2019
Q1 		$253K Buy
+2,312
New +$231K 0.08% 195

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

Golden State Wealth Management's LOW Position: Q2 2026 in Review

Golden State Wealth Management increased its Lowe's Companies (LOW) stake by 0.67% in Q2 2026, buying an estimated $3.41K and bringing the position to 2,269 shares worth $500K. The position accounts for 0.05% of the portfolio, ranked #279.

Golden State Wealth Management first reported a position in LOW in Q1 2019 and has held it in 19 quarters since. The position peaked at $568K in Q4 2024. 2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Golden State Wealth Management held 2,269 shares of Lowe's Companies worth $500K as of Q2 2026.
  • Golden State Wealth Management bought 15 Lowe's Companies shares in Q2 2026, an estimated $3.41K.
  • Lowe's Companies made up 0.05% of Golden State Wealth Management's portfolio in Q2 2026, its #279 holding.
  • Golden State Wealth Management first reported a position in Lowe's Companies in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's Lowe's Companies position peaked at $568K in Q4 2024.
  • 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.