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
2020
Q3 		– Sell
-10
Closed -$18K – 514
2020
Q2 		$18K Buy
+10
New +$1.14K ﹤0.01% 477

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Advisor Alliance's LOW Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Lowe's Companies (LOW) stake by 13% in Q1 2026, selling an estimated $2M and leaving 52,516 shares worth $12.4M. The position accounts for 0.13% of the portfolio, ranked #143.

Independent Advisor Alliance first reported a position in LOW in Q4 2016 and has held it in 38 quarters since. The position peaked at $14.6M in Q3 2024. 2,690 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Independent Advisor Alliance held 52,516 shares of Lowe's Companies worth $12.4M as of Q1 2026.
  • Independent Advisor Alliance sold 7,676 Lowe's Companies shares in Q1 2026, an estimated $2M.
  • Lowe's Companies made up 0.13% of Independent Advisor Alliance's portfolio in Q1 2026, its #143 holding.
  • Independent Advisor Alliance first reported a position in Lowe's Companies in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's Lowe's Companies position peaked at $14.6M in Q3 2024.
  • 2,690 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.