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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
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 $3.38T AUM 44.17% 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. 2,657 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.
  • 2,657 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.