IMA Advisory Services’s Lowe's Companies LOW Stock Holding History

IMA Advisory Services’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	$1.82M	Sell	7,704 -161	-2%	-$42K	0.18%	95
2025 Q4	$1.9M	Buy	7,865 +41	+0.5%	+$9.84K	0.18%	94
2025 Q3	$1.97M	Buy	7,824 +300	+4%	+$73.7K	0.2%	84
2025 Q2	$1.67M	Buy	7,524 +13	+0.2%	+$2.9K	0.18%	90
2025 Q1	$1.75M	Sell	7,511 -556	-7%	-$137K	0.21%	83
2024 Q4	$1.99M	Sell	8,067 -7	-0.1%	-$1.87K	0.24%	81
2024 Q3	$2.19M	Buy	+8,074	New	+$1.96M	0.48%	66
2023 Q4	–	Sell	-9,314	Closed	-$1.94M	–	183
2023 Q3	$1.94M	Sell	9,314 -140	-1%	-$31.5K	0.5%	62
2023 Q2	$2.13M	Sell	9,454 -160	-2%	-$33.3K	0.55%	59
2023 Q1	$1.92M	Sell	9,614 -73	-0.8%	-$14.8K	0.5%	58
2022 Q4	$1.93M	Sell	9,687 -134	-1%	-$26.8K	0.51%	60
2022 Q3	$1.84M	Sell	9,821 -244	-2%	-$47.5K	0.5%	59
2022 Q2	$1.76M	Buy	10,065 +131	+1%	+$25.3K	0.43%	69
2022 Q1	$2.01M	Buy	9,934 +216	+2%	+$49.7K	0.46%	72
2021 Q4	$2.51M	Sell	9,718 -910	-9%	-$216K	0.55%	61
2021 Q3	$2.16M	Sell	10,628 -704	-6%	-$140K	0.51%	69
2021 Q2	$2.2M	Sell	11,332 -272	-2%	-$53.2K	0.51%	68
2021 Q1	$2.21M	Buy	+11,604	New	+$1.99M	0.54%	71
2020 Q1	–	Sell	-98	Closed	-$12K	–	275
2019 Q4	$12K	Hold	98	–	–	﹤0.01%	205
2019 Q3	$11K	Buy	98 +1	+1%	+$106	﹤0.01%	206
2019 Q2	$10K	Buy	+97	New	+$10.2K	﹤0.01%	198
2016 Q1	–	Sell	-4,660	Closed	-$354K	–	120
2015 Q4	$354K	Buy	4,660 +580	+14%	+$43.1K	0.21%	88
2015 Q3	$281K	Hold	4,080	–	–	0.18%	97
2015 Q2	$273K	Buy	4,080 +30	+0.7%	+$2.14K	0.13%	129
2015 Q1	$301K	Hold	4,050	–	–	0.15%	123
2014 Q4	$279K	Sell	4,050 -60	-1%	-$3.59K	0.14%	126
2014 Q3	$218K	Buy	+4,110	New	+$208K	0.1%	149
2014 Q2	–	Sell	-4,230	Closed	-$207K	–	167
2014 Q1	$207K	Hold	4,230	–	–	0.1%	148
2013 Q4	$210K	Hold	4,230	–	–	0.1%	149
2013 Q3	$201K	Buy	+4,230	New	+$192K	0.1%	152

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

IMA Advisory Services's LOW Position: Q1 2026 in Review

IMA Advisory Services reduced its Lowe's Companies (LOW) stake by 2% in Q1 2026, selling an estimated $42K and leaving 7,704 shares worth $1.82M. The position accounts for 0.18% of the portfolio, ranked #95.

IMA Advisory Services first reported a position in LOW in Q3 2013 and has held it in 30 quarters since. The position peaked at $2.51M in Q4 2021. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

IMA Advisory Services held 7,704 shares of Lowe's Companies worth $1.82M as of Q1 2026.
IMA Advisory Services sold 161 Lowe's Companies shares in Q1 2026, an estimated $42K.
Lowe's Companies made up 0.18% of IMA Advisory Services's portfolio in Q1 2026, its #95 holding.
IMA Advisory Services first reported a position in Lowe's Companies in Q3 2013 and has held it in 30 quarters since.
IMA Advisory Services's Lowe's Companies position peaked at $2.51M in Q4 2021.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.