Icon Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Icon Wealth Advisors’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	$966K	Sell	4,381 -4	-0.1%	-$908	0.06%	189
2026 Q1	$1.02M	Sell	4,385 -21	-0.5%	-$5.48K	0.07%	165
2025 Q4	$1.06M	Hold	4,406	–	–	0.07%	168
2025 Q3	$1.11M	Sell	4,406 -11	-0.2%	-$2.7K	0.08%	171
2025 Q2	$980K	Sell	4,417 -174	-4%	-$38.8K	0.07%	170
2025 Q1	$1.07M	Buy	4,591 +21	+0.5%	+$5.17K	0.09%	148
2024 Q4	$1.13M	Buy	4,570 +3	+0.1%	+$801	0.09%	143
2024 Q3	$1.24M	Buy	4,567 +361	+9%	+$87.4K	0.1%	137
2024 Q2	$1.03M	Sell	4,206 -379	-8%	-$86.5K	0.09%	146
2024 Q1	$1.17M	Buy	4,585 +4,000	+684%	+$920K	0.11%	134
2023 Q4	$130K	Buy	+585	New	+$119K	0.01%	387
2022 Q4	$846K	Sell	4,246 -499	-11%	-$99.7K	0.1%	153
2022 Q3	$891K	Buy	+4,745	New	+$924K	0.11%	142

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

Icon Wealth Advisors's LOW Position: Q2 2026 in Review

Icon Wealth Advisors reduced its Lowe's Companies (LOW) stake by 0.09% in Q2 2026, selling an estimated $908 and leaving 4,381 shares worth $966K. The position accounts for 0.06% of the portfolio, ranked #189.

Icon Wealth Advisors first reported a position in LOW in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.24M in Q3 2024. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Icon Wealth Advisors held 4,381 shares of Lowe's Companies worth $966K as of Q2 2026.
Icon Wealth Advisors sold 4 Lowe's Companies shares in Q2 2026, an estimated $908.
Lowe's Companies made up 0.06% of Icon Wealth Advisors's portfolio in Q2 2026, its #189 holding.
Icon Wealth Advisors first reported a position in Lowe's Companies in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's Lowe's Companies position peaked at $1.24M in Q3 2024.
2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.