HWM
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HB Wealth Management’s Lowe's Companies LOW Stock Holding History

HB 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 		$11.7M Sell
52,854
-4,723
-8% -$1.07M 0.07% 153
2026
Q1 		$13.6M Buy
57,577
+994
+2% +$259K 0.09% 123
2025
Q4 		$13.6M Sell
56,583
-1,197
-2% -$287K 0.09% 128
2025
Q3 		$14.5M Buy
57,780
+7,851
+16% +$1.93M 0.1% 110
2025
Q2 		$11.1M Sell
49,929
-6,606
-12% -$1.47M 0.09% 121
2025
Q1 		$13.2M Buy
56,535
+3,435
+6% +$845K 0.11% 106
2024
Q4 		$13.1M Buy
53,100
+1,107
+2% +$296K 0.13% 78
2024
Q3 		$14.1M Buy
51,993
+5,937
+13% +$1.44M 0.15% 76
2024
Q2 		$10.2M Buy
46,056
+1,861
+4% +$425K 0.12% 86
2024
Q1 		$11.3M Buy
44,195
+100
+0.2% +$23K 0.14% 76
2023
Q4 		$9.81M Sell
44,095
-553
-1% -$112K 0.14% 80
2023
Q3 		$9.28M Buy
44,648
+1,302
+3% +$293K 0.15% 75
2023
Q2 		$9.78M Buy
43,346
+1,891
+5% +$393K 0.16% 68
2023
Q1 		$8.29M Buy
41,455
+1,077
+3% +$219K 0.14% 75
2022
Q4 		$8.04M Buy
40,378
+2,227
+6% +$445K 0.15% 77
2022
Q3 		$7.17M Buy
38,151
+449
+1% +$87.4K 0.15% 72
2022
Q2 		$6.58M Buy
37,702
+9,312
+33% +$1.8M 0.14% 81
2022
Q1 		$5.74M Buy
28,390
+11,300
+66% +$2.6M 0.11% 97
2021
Q4 		$4.42M Buy
+17,090
New +$4.06M 0.09% 93

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

HB Wealth Management's LOW Position: Q2 2026 in Review

HB Wealth Management reduced its Lowe's Companies (LOW) stake by 8.2% in Q2 2026, selling an estimated $1.07M and leaving 52,854 shares worth $11.7M. The position accounts for 0.07% of the portfolio, ranked #153.

HB Wealth Management first reported a position in LOW in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.5M in Q3 2025. 2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • HB Wealth Management held 52,854 shares of Lowe's Companies worth $11.7M as of Q2 2026.
  • HB Wealth Management sold 4,723 Lowe's Companies shares in Q2 2026, an estimated $1.07M.
  • Lowe's Companies made up 0.07% of HB Wealth Management's portfolio in Q2 2026, its #153 holding.
  • HB Wealth Management first reported a position in Lowe's Companies in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Lowe's Companies position peaked at $14.5M in Q3 2025.
  • 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.