Helen Stephens Group
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Helen Stephens Group’s Lowe's Companies LOW Stock Holding History

Helen Stephens 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
Q3 		$246K Sell
1,336
-74
-5% -$15.4K 0.04% 119
2026
Q2 		$311K Sell
1,410
-1
-0.1% -$227 0.05% 107
2026
Q1 		$333K Buy
1,411
+61
+5% +$15.9K 0.07% 89
2025
Q4 		$326K Sell
1,350
-54
-4% -$13K 0.07% 88
2025
Q3 		$353K Buy
1,404
+5
+0.4% +$1.23K 0.08% 77
2025
Q2 		$310K Buy
1,399
+5
+0.4% +$1.12K 0.08% 66
2025
Q1 		$325K Buy
1,394
+63
+5% +$15.5K 0.09% 65
2024
Q4 		$328K Sell
1,331
-53
-4% -$14.2K 0.1% 67
2024
Q3 		$375K Sell
1,384
-62
-4% -$15K 0.11% 62
2024
Q2 		$319K Buy
1,446
+1
+0.1% +$228 0.11% 64
2024
Q1 		$368K Buy
1,445
+1
+0.1% +$230 0.14% 51
2023
Q4 		$321K Buy
+1,444
New +$293K 0.14% 55

Other funds holding LOW

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Helen Stephens Group's LOW Position: Q3 2026 in Review

Helen Stephens Group reduced its Lowe's Companies (LOW) stake by 5.2% in Q3 2026, selling an estimated $15.4K and leaving 1,336 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #119.

Helen Stephens Group first reported a position in LOW in Q4 2023 and has held it in 12 quarters since. The position peaked at $375K in Q3 2024. 1,420 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Helen Stephens Group held 1,336 shares of Lowe's Companies worth $246K as of Q3 2026.
  • Helen Stephens Group sold 74 Lowe's Companies shares in Q3 2026, an estimated $15.4K.
  • Lowe's Companies made up 0.04% of Helen Stephens Group's portfolio in Q3 2026, its #119 holding.
  • Helen Stephens Group first reported a position in Lowe's Companies in Q4 2023 and has held it in 12 quarters since.
  • Helen Stephens Group's Lowe's Companies position peaked at $375K in Q3 2024.
  • 1,420 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.