High Net Worth Advisory Group’s Lowe's Companies LOW Stock Holding History

High Net Worth Advisory 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	$654K	Buy	3,547 +6	+0.2%	+$1.25K	0.14%	133
2026 Q2	$781K	Sell	3,541 -174	-5%	-$39.5K	0.17%	123
2026 Q1	$878K	Sell	3,715 -8	-0.2%	-$2.09K	0.2%	109
2025 Q4	$898K	Buy	3,723 +5	+0.1%	+$1.2K	0.21%	106
2025 Q3	$934K	Buy	3,718 +5	+0.1%	+$1.23K	0.22%	96
2025 Q2	$824K	Sell	3,713 -11	-0.3%	-$2.46K	0.22%	95
2025 Q1	$869K	Buy	3,724 +1	+0%	+$246	0.25%	92
2024 Q4	$919K	Sell	3,723 -39	-1%	-$10.4K	0.26%	89
2024 Q3	$1.02M	Sell	3,762 -220	-6%	-$53.3K	0.28%	79
2024 Q2	$878K	Sell	3,982 -10	-0.3%	-$2.28K	0.27%	82
2024 Q1	$1.02M	Buy	3,992 +90	+2%	+$20.7K	0.32%	76
2023 Q4	$868K	Sell	3,902 -64	-2%	-$13K	0.32%	77
2023 Q3	$824K	Sell	3,966 -100	-2%	-$22.5K	0.33%	76
2023 Q2	$918K	Sell	4,066 -346	-8%	-$72K	0.36%	68
2023 Q1	$882K	Sell	4,412 -1,036	-19%	-$210K	0.36%	74
2022 Q4	$1.09M	Sell	5,448 -100	-2%	-$20K	0.42%	57
2022 Q3	$1.04M	Buy	5,548 +1	+0%	+$195	0.45%	56
2022 Q2	$969K	Sell	5,547 -12	-0.2%	-$2.31K	0.4%	61
2022 Q1	$1.12M	Sell	5,559 -10	-0.2%	-$2.3K	0.41%	60
2021 Q4	$1.44M	Buy	+5,569	New	+$1.32M	0.5%	49

Other funds holding LOW

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

High Net Worth Advisory Group's LOW Position: Q3 2026 in Review

High Net Worth Advisory Group increased its Lowe's Companies (LOW) stake by 0.17% in Q3 2026, buying an estimated $1.25K and bringing the position to 3,547 shares worth $654K. The position accounts for 0.14% of the portfolio, ranked #133.

High Net Worth Advisory Group first reported a position in LOW in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.44M in Q4 2021. 2,195 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

High Net Worth Advisory Group held 3,547 shares of Lowe's Companies worth $654K as of Q3 2026.
High Net Worth Advisory Group bought 6 Lowe's Companies shares in Q3 2026, an estimated $1.25K.
Lowe's Companies made up 0.14% of High Net Worth Advisory Group's portfolio in Q3 2026, its #133 holding.
High Net Worth Advisory Group first reported a position in Lowe's Companies in Q4 2021 and has held it in 20 quarters since.
High Net Worth Advisory Group's Lowe's Companies position peaked at $1.44M in Q4 2021.
2,195 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.