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Holistic Planning’s Lowe's Companies LOW Stock Holding History

Holistic Planning’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 		$481K Buy
2,184
+217
+11% +$49.3K 0.07% 213
2026
Q1 		$465K Sell
1,967
-162
-8% -$42.3K 0.09% 189
2025
Q4 		$513K Buy
2,129
+62
+3% +$14.9K 0.11% 158
2025
Q3 		$520K Buy
2,067
+84
+4% +$20.6K 0.14% 123
2025
Q2 		$440K Buy
1,983
+557
+39% +$124K 0.13% 132
2025
Q1 		$333K Buy
1,426
+450
+46% +$111K 0.11% 131
2024
Q4 		$241K Sell
976
-26
-3% -$6.94K 0.09% 151
2024
Q3 		$271K Buy
+1,002
New +$243K 0.11% 128

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

Holistic Planning's LOW Position: Q2 2026 in Review

Holistic Planning increased its Lowe's Companies (LOW) stake by 11% in Q2 2026, buying an estimated $49.3K and bringing the position to 2,184 shares worth $481K. The position accounts for 0.07% of the portfolio, ranked #213.

Holistic Planning first reported a position in LOW in Q3 2024 and has held it in 8 quarters since. The position peaked at $520K in Q3 2025. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Holistic Planning held 2,184 shares of Lowe's Companies worth $481K as of Q2 2026.
  • Holistic Planning bought 217 Lowe's Companies shares in Q2 2026, an estimated $49.3K.
  • Lowe's Companies made up 0.07% of Holistic Planning's portfolio in Q2 2026, its #213 holding.
  • Holistic Planning first reported a position in Lowe's Companies in Q3 2024 and has held it in 8 quarters since.
  • Holistic Planning's Lowe's Companies position peaked at $520K in Q3 2025.
  • 2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.