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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
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

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Helen Stephens Group's LOW Position: Q2 2026 in Review

Helen Stephens Group reduced its Lowe's Companies (LOW) stake by 0.07% in Q2 2026, selling an estimated $227 and leaving 1,410 shares worth $311K. The position accounts for 0.05% of the portfolio, ranked #107.

Helen Stephens Group first reported a position in LOW in Q4 2023 and has held it in 11 quarters since. The position peaked at $375K in Q3 2024. 1,261 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Helen Stephens Group held 1,410 shares of Lowe's Companies worth $311K as of Q2 2026.
  • Helen Stephens Group sold 1 Lowe's Companies share in Q2 2026, an estimated $227.
  • Lowe's Companies made up 0.05% of Helen Stephens Group's portfolio in Q2 2026, its #107 holding.
  • Helen Stephens Group first reported a position in Lowe's Companies in Q4 2023 and has held it in 11 quarters since.
  • Helen Stephens Group's Lowe's Companies position peaked at $375K in Q3 2024.
  • 1,261 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.