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

Heartwood 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 		$1.2M Buy
5,439
+100
+2% +$22.7K 0.09% 96
2026
Q1 		$1.26M Buy
5,339
+294
+6% +$76.7K 0.11% 85
2025
Q4 		$1.22M Sell
5,045
-27
-0.5% -$6.48K 0.11% 76
2025
Q3 		$1.27M Buy
5,072
+27
+0.5% +$6.63K 0.12% 75
2025
Q2 		$1.12M Buy
5,045
+232
+5% +$51.8K 0.12% 74
2025
Q1 		$1.12M Sell
4,813
-19
-0.4% -$4.67K 0.13% 68
2024
Q4 		$1.19M Buy
4,832
+5
+0.1% +$1.33K 0.13% 57
2024
Q3 		$1.31M Hold
4,827
– – 0.14% 51
2024
Q2 		$1.06M Buy
4,827
+1,587
+49% +$362K 0.13% 58
2024
Q1 		$825K Sell
3,240
-23
-0.7% -$5.29K 0.1% 74
2023
Q4 		$726K Hold
3,263
– – 0.1% 68
2023
Q3 		$678K Buy
3,263
+57
+2% +$12.8K 0.1% 69
2023
Q2 		$724K Buy
3,206
+115
+4% +$23.9K 0.1% 69
2023
Q1 		$618K Sell
3,091
-126
-4% -$25.6K 0.09% 70
2022
Q4 		$641K Buy
3,217
+1,006
+45% +$201K 0.1% 72
2022
Q3 		$415K Sell
2,211
-10
-0.5% -$1.95K 0.07% 77
2022
Q2 		$388K Hold
2,221
– – 0.06% 83
2022
Q1 		$449K Hold
2,221
– – 0.07% 81
2021
Q4 		$574K Hold
2,221
– – 0.09% 61
2021
Q3 		$451K Buy
2,221
+10
+0.5% +$1.99K 0.07% 64
2021
Q2 		$429K Hold
2,211
– – 0.07% 67
2021
Q1 		$420K Buy
2,211
+80
+4% +$13.7K 0.07% 60
2020
Q4 		$342K Sell
2,131
-25
-1% -$4.06K 0.06% 66
2020
Q3 		$358K Buy
+2,156
New +$332K 0.07% 58

Other funds holding LOW

SCI
Starlite Capital INC Dallas, Texas $9.7B 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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Heartwood Wealth Advisors increased its Lowe's Companies (LOW) stake by 1.9% in Q2 2026, buying an estimated $22.7K and bringing the position to 5,439 shares worth $1.2M. The position accounts for 0.09% of the portfolio, ranked #96.

Heartwood Wealth Advisors first reported a position in LOW in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.31M in Q3 2024. 854 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Heartwood Wealth Advisors held 5,439 shares of Lowe's Companies worth $1.2M as of Q2 2026.
  • Heartwood Wealth Advisors bought 100 Lowe's Companies shares in Q2 2026, an estimated $22.7K.
  • Lowe's Companies made up 0.09% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Heartwood Wealth Advisors first reported a position in Lowe's Companies in Q3 2020 and has held it in 24 quarters since.
  • Heartwood Wealth Advisors's Lowe's Companies position peaked at $1.31M in Q3 2024.
  • 854 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.