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

Gratus 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 		$1.07M Sell
4,839
-453
-9% -$103K 0.14% 62
2026
Q1 		$1.25M Sell
5,292
-501
-9% -$131K 0.18% 48
2025
Q4 		$1.4M Sell
5,793
-798
-12% -$192K 0.19% 45
2025
Q3 		$1.66M Sell
6,591
-128
-2% -$31.4K 0.23% 36
2025
Q2 		$1.49M Sell
6,719
-147
-2% -$32.8K 0.23% 40
2025
Q1 		$1.6M Sell
6,866
-454
-6% -$112K 0.26% 34
2024
Q4 		$1.81M Sell
7,320
-138
-2% -$36.9K 0.29% 33
2024
Q3 		$2M Sell
7,458
-698
-9% -$169K 0.33% 35
2024
Q2 		$1.95M Buy
8,156
+8
+0.1% +$1.82K 0.34% 37
2024
Q1 		$1.86M Sell
8,148
-98
-1% -$22.5K 0.34% 34
2023
Q4 		$1.84M Buy
+8,246
New +$1.67M 0.36% 35

Other funds holding LOW

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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

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

Gratus Wealth Advisors reduced its Lowe's Companies (LOW) stake by 8.6% in Q2 2026, selling an estimated $103K and leaving 4,839 shares worth $1.07M. The position accounts for 0.14% of the portfolio, ranked #62.

Gratus Wealth Advisors first reported a position in LOW in Q4 2023 and has held it in 11 quarters since. The position peaked at $2M in Q3 2024. 1,173 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Gratus Wealth Advisors held 4,839 shares of Lowe's Companies worth $1.07M as of Q2 2026.
  • Gratus Wealth Advisors sold 453 Lowe's Companies shares in Q2 2026, an estimated $103K.
  • Lowe's Companies made up 0.14% of Gratus Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Gratus Wealth Advisors first reported a position in Lowe's Companies in Q4 2023 and has held it in 11 quarters since.
  • Gratus Wealth Advisors's Lowe's Companies position peaked at $2M in Q3 2024.
  • 1,173 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.