HFO
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Heritage Family Offices’s Lowe's Companies LOW Stock Holding History

Heritage Family Offices’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 		$841K Sell
3,813
-2,064
-35% -$469K 0.32% 68
2026
Q1 		$1.39M Sell
5,877
-2,175
-27% -$567K 0.62% 36
2025
Q4 		$1.94M Sell
8,052
-376
-4% -$90.3K 0.88% 24
2025
Q3 		$2.12M Sell
8,428
-41
-0.5% -$10.1K 0.99% 24
2025
Q2 		$1.93M Hold
8,469
– – 0.98% 24
2025
Q1 		$1.98M Buy
8,469
+110
+1% +$27.1K 1.01% 23
2024
Q4 		$2.06M Buy
8,359
+409
+5% +$109K 1.03% 22
2024
Q3 		$2.15M Sell
7,950
-106
-1% -$25.7K 1.11% 17
2024
Q2 		$1.78M Buy
+8,056
New +$1.84M 0.99% 20

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

Heritage Family Offices's LOW Position: Q2 2026 in Review

Heritage Family Offices reduced its Lowe's Companies (LOW) stake by 35% in Q2 2026, selling an estimated $469K and leaving 3,813 shares worth $841K. The position accounts for 0.32% of the portfolio, ranked #68.

Heritage Family Offices first reported a position in LOW in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.15M in Q3 2024. 2,652 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Heritage Family Offices held 3,813 shares of Lowe's Companies worth $841K as of Q2 2026.
  • Heritage Family Offices sold 2,064 Lowe's Companies shares in Q2 2026, an estimated $469K.
  • Lowe's Companies made up 0.32% of Heritage Family Offices's portfolio in Q2 2026, its #68 holding.
  • Heritage Family Offices first reported a position in Lowe's Companies in Q2 2024 and has held it in 9 quarters since.
  • Heritage Family Offices's Lowe's Companies position peaked at $2.15M in Q3 2024.
  • 2,652 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.