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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

High Net Worth Advisory Group's LOW Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its Lowe's Companies (LOW) stake by 0.21% in Q1 2026, selling an estimated $2.09K and leaving 3,715 shares worth $878K. The position accounts for 0.2% of the portfolio, ranked #109.

High Net Worth Advisory Group first reported a position in LOW in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.44M in Q4 2021. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

High Net Worth Advisory Group held 3,715 shares of Lowe's Companies worth $878K as of Q1 2026.
High Net Worth Advisory Group sold 8 Lowe's Companies shares in Q1 2026, an estimated $2.09K.
Lowe's Companies made up 0.2% of High Net Worth Advisory Group's portfolio in Q1 2026, its #109 holding.
High Net Worth Advisory Group first reported a position in Lowe's Companies in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's Lowe's Companies position peaked at $1.44M in Q4 2021.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.