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

HCR 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	$484K	Buy	+2,195	New	+$498K	0.04%	161
2021 Q1	–	Sell	-1,593	Closed	-$256K	–	233
2020 Q4	$256K	Hold	1,593	–	–	0.05%	159
2020 Q3	$264K	Buy	1,593 +50	+3%	+$7.7K	0.06%	139
2020 Q2	$209K	Sell	1,543 -1,200	-44%	-$137K	0.05%	145
2020 Q1	$236K	Buy	+2,743	New	+$300K	0.07%	133

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

HCR Wealth Advisors opened a new position in Lowe's Companies (LOW) in Q2 2026: 2,195 shares worth $484K. The stake represents 0.04% of the portfolio and ranks #161 among its holdings. This is a return to the name: HCR Wealth Advisors previously reported a position in LOW as recently as Q4 2020.

HCR Wealth Advisors first reported a position in LOW in Q1 2020 and has held it in 5 quarters since. 2,644 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

HCR Wealth Advisors held 2,195 shares of Lowe's Companies worth $484K as of Q2 2026.
Lowe's Companies was a new HCR Wealth Advisors position in Q2 2026.
Lowe's Companies made up 0.04% of HCR Wealth Advisors's portfolio in Q2 2026, its #161 holding.
HCR Wealth Advisors first reported a position in Lowe's Companies in Q1 2020 and has held it in 5 quarters since.
2,644 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

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