IAA
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Independent Advisor Alliance’s Lowe's Companies LOW Stock Holding History

Independent Advisor Alliance’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 		$11.4M Sell
51,547
-969
-2% -$220K 0.27% 55
2026
Q1 		$12.4M Sell
52,516
-7,676
-13% -$2M 0.13% 143
2025
Q4 		$14.5M Buy
60,192
+3,843
+7% +$923K 0.35% 38
2025
Q3 		$14.2M Buy
56,349
+2,927
+5% +$719K 0.37% 42
2025
Q2 		$11.9M Sell
53,422
-3,566
-6% -$796K 0.34% 46
2025
Q1 		$13.3M Buy
56,988
+1,637
+3% +$403K 0.44% 37
2024
Q4 		$13.7M Buy
55,351
+1,585
+3% +$423K 0.18% 119
2024
Q3 		$14.6M Buy
53,766
+322
+0.6% +$78K 0.53% 32
2024
Q2 		$11.8M Buy
53,444
+1,731
+3% +$395K 0.4% 40
2024
Q1 		$13.2M Sell
51,713
-4,829
-9% -$1.11M 0.48% 39
2023
Q4 		$12.6M Buy
56,542
+1,565
+3% +$317K 0.45% 37
2023
Q3 		$11.4M Buy
54,977
+4,713
+9% +$1.06M 0.52% 38
2023
Q2 		$11.3M Sell
50,264
-2,877
-5% -$598K 0.5% 37
2023
Q1 		$10.6M Sell
53,141
-1,693
-3% -$344K 0.51% 42
2022
Q4 		$1.32M Buy
54,834
+3,177
+6% +$635K 0.45% 36
2022
Q3 		$9.7M Buy
51,657
+457
+0.9% +$89K 0.57% 42
2022
Q2 		$8.94M Sell
51,200
-5,238
-9% -$1.01M 0.5% 49
2022
Q1 		$11.4M Buy
56,438
+4,313
+8% +$992K 0.55% 45
2021
Q4 		$13.5M Buy
52,125
+7,488
+17% +$1.78M 0.66% 34
2021
Q3 		$9.05M Buy
44,637
+7,070
+19% +$1.41M 0.5% 50
2021
Q2 		$7.29M Sell
37,567
-5,997
-14% -$1.17M 0.4% 67
2021
Q1 		$8.29M Sell
43,564
-62
-0.1% -$10.6K 0.49% 51
2020
Q4 		$7M Buy
43,626
+1,834
+4% +$298K 0.48% 53
2020
Q3 		$6.92M Sell
41,792
-3,637
-8% -$560K 0.53% 48
2020
Q2 		$6.14M Sell
45,429
-246
-0.5% -$28.1K 0.66% 27
2020
Q1 		$3.93M Buy
45,675
+14,125
+45% +$1.54M 0.57% 40
2019
Q4 		$3.78M Buy
31,550
+84
+0.3% +$9.61K 0.16% 137
2019
Q3 		$3.46M Sell
31,466
-1,105
-3% -$117K 0.42% 48
2019
Q2 		$3.29M Buy
32,571
+573
+2% +$60.4K 0.48% 42
2019
Q1 		$3.5M Sell
31,998
-1,635
-5% -$163K 0.49% 48
2018
Q4 		$3.12M Buy
33,633
+2,991
+10% +$288K 0.55% 42
2018
Q3 		$3.25M Sell
30,642
-845
-3% -$88K 0.59% 38
2018
Q2 		$2.81M Sell
31,487
-1,194
-4% -$108K 0.58% 40
2018
Q1 		$2.75M Buy
32,681
+1,933
+6% +$183K 0.61% 38
2017
Q4 		$2.88M Buy
30,748
+4,135
+16% +$342K 0.64% 37
2017
Q3 		$2.17M Buy
26,613
+1,653
+7% +$127K 0.6% 39
2017
Q2 		$1.92M Buy
24,960
+4,600
+23% +$376K 0.61% 41
2017
Q1 		$1.66M Buy
20,360
+636
+3% +$48.7K 0.26% 114
2016
Q4 		$1.42M Buy
+19,724
New +$1.4M 0.61% 59

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

Independent Advisor Alliance's LOW Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Lowe's Companies (LOW) stake by 1.8% in Q2 2026, selling an estimated $220K and leaving 51,547 shares worth $11.4M. The position accounts for 0.27% of the portfolio, ranked #55.

Independent Advisor Alliance first reported a position in LOW in Q4 2016 and has held it in 39 quarters since. The position peaked at $14.6M in Q3 2024. 2,644 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Independent Advisor Alliance held 51,547 shares of Lowe's Companies worth $11.4M as of Q2 2026.
  • Independent Advisor Alliance sold 969 Lowe's Companies shares in Q2 2026, an estimated $220K.
  • Lowe's Companies made up 0.27% of Independent Advisor Alliance's portfolio in Q2 2026, its #55 holding.
  • Independent Advisor Alliance first reported a position in Lowe's Companies in Q4 2016 and has held it in 39 quarters since.
  • Independent Advisor Alliance's Lowe's Companies position peaked at $14.6M in Q3 2024.
  • 2,644 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.