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Goldstone Financial Group’s Lowe's Companies LOW Stock Holding History

Goldstone Financial Group’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 		– Sell
-911
Closed -$215K – 248
2026
Q1 		$215K Buy
911
+13
+1% +$3.39K 0.02% 214
2025
Q4 		$216K Buy
898
+1
+0.1% +$240 0.02% 211
2025
Q3 		$225K Buy
897
+15
+2% +$3.69K 0.03% 205
2025
Q2 		$201K Hold
882
– – 0.03% 204
2025
Q1 		$206K Buy
+882
New +$217K 0.03% 197
2024
Q4 		– Sell
-751
Closed -$203K – 210
2024
Q3 		$203K Buy
+751
New +$182K 0.04% 189

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

Goldstone Financial Group's LOW Position: Q2 2026 in Review

Goldstone Financial Group sold out of Lowe's Companies (LOW) in Q2 2026, closing a stake of 911 shares — an estimated $215K sold.

Goldstone Financial Group first reported a position in LOW in Q3 2024 and held it in 6 quarters. The position peaked at $225K in Q3 2025. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Goldstone Financial Group reported no remaining Lowe's Companies position as of Q2 2026 after selling out during the quarter.
  • Goldstone Financial Group sold 911 Lowe's Companies shares in Q2 2026, an estimated $215K.
  • Goldstone Financial Group first reported a position in Lowe's Companies in Q3 2024 and held it in 6 quarters.
  • Goldstone Financial Group's Lowe's Companies position peaked at $225K in Q3 2025.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.