Iams Wealth Management’s Lowe's Companies LOW Stock Holding History

Iams Wealth Management’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	$992K	Buy	4,496 +1,167	+35%	+$265K	0.3%	98
2026 Q1	$787K	Sell	3,329 -365	-10%	-$95.2K	0.27%	102
2025 Q4	$891K	Buy	3,694 +567	+18%	+$136K	0.32%	99
2025 Q3	$786K	Buy	3,127 +360	+13%	+$88.4K	0.32%	88
2025 Q2	$614K	Buy	2,767 +212	+8%	+$47.3K	0.28%	98
2025 Q1	$596K	Buy	2,555 +432	+20%	+$106K	0.27%	103
2024 Q4	$524K	Buy	2,123 +594	+39%	+$159K	0.24%	103
2024 Q3	$414K	Buy	1,529 +432	+39%	+$105K	0.2%	105
2024 Q2	$242K	Buy	+1,097	New	+$250K	0.13%	127

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Iams Wealth Management's LOW Position: Q2 2026 in Review

Iams Wealth Management increased its Lowe's Companies (LOW) stake by 35% in Q2 2026, buying an estimated $265K and bringing the position to 4,496 shares worth $992K. The position accounts for 0.3% of the portfolio, ranked #98.

Iams Wealth Management first reported a position in LOW in Q2 2024 and has held it in 9 quarters since. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Iams Wealth Management held 4,496 shares of Lowe's Companies worth $992K as of Q2 2026.
Iams Wealth Management bought 1,167 Lowe's Companies shares in Q2 2026, an estimated $265K.
Lowe's Companies made up 0.3% of Iams Wealth Management's portfolio in Q2 2026, its #98 holding.
Iams Wealth Management first reported a position in Lowe's Companies in Q2 2024 and has held it in 9 quarters since.
2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.