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Independent Financial Group’s Lowe's Companies LOW Stock Holding History

Independent Financial Group’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 		$1.43M Sell
6,483
-530
-8% -$120K 0.03% 568
2026
Q1 		$1.66M Sell
7,013
-1,325
-16% -$346K 0.04% 453
2025
Q4 		$2.01M Sell
8,338
-893
-10% -$214K 0.04% 390
2025
Q3 		$2.32M Buy
9,231
+32
+0.3% +$7.86K 0.06% 342
2025
Q2 		$2.04M Buy
9,199
+34
+0.4% +$7.59K 0.06% 333
2025
Q1 		$2.14M Buy
9,165
+1,025
+13% +$252K 0.07% 261
2024
Q4 		$2.01M Buy
8,140
+890
+12% +$238K 0.07% 295
2024
Q3 		$1.96M Buy
7,250
+598
+9% +$145K 0.07% 271
2024
Q2 		$1.47M Buy
6,652
+597
+10% +$136K 0.06% 297
2024
Q1 		$1.54M Buy
6,055
+56
+0.9% +$12.9K 0.07% 270
2023
Q4 		$1.34M Buy
5,999
+1,369
+30% +$277K 0.07% 286
2023
Q3 		$962K Sell
4,630
-177
-4% -$39.8K 0.06% 327
2023
Q2 		$1.08M Sell
4,807
-288
-6% -$59.9K 0.07% 289
2023
Q1 		$1.02M Buy
5,095
+259
+5% +$52.6K 0.08% 276
2022
Q4 		$964K Sell
4,836
-200
-4% -$40K 0.08% 244
2022
Q3 		$946K Sell
5,036
-85
-2% -$16.6K 0.09% 232
2022
Q2 		$895K Sell
5,121
-510
-9% -$98.3K 0.1% 245
2022
Q1 		$1.14M Buy
5,631
+676
+14% +$155K 0.09% 218
2021
Q4 		$1.28M Buy
4,955
+628
+15% +$149K 0.11% 201
2021
Q3 		$878K Buy
4,327
+277
+7% +$55.2K 0.09% 244
2021
Q2 		$786K Buy
4,050
+383
+10% +$74.9K 0.08% 271
2021
Q1 		$697K Sell
3,667
-503
-12% -$86.3K 0.09% 246
2020
Q4 		$669K Buy
4,170
+1,300
+45% +$211K 0.1% 235
2020
Q3 		$476K Buy
2,870
+564
+24% +$86.8K 0.09% 245
2020
Q2 		$312K Buy
+2,306
New +$263K 0.07% 310

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 Financial Group's LOW Position: Q2 2026 in Review

Independent Financial Group reduced its Lowe's Companies (LOW) stake by 7.6% in Q2 2026, selling an estimated $120K and leaving 6,483 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #568.

Independent Financial Group first reported a position in LOW in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.32M in Q3 2025. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Independent Financial Group held 6,483 shares of Lowe's Companies worth $1.43M as of Q2 2026.
  • Independent Financial Group sold 530 Lowe's Companies shares in Q2 2026, an estimated $120K.
  • Lowe's Companies made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #568 holding.
  • Independent Financial Group first reported a position in Lowe's Companies in Q2 2020 and has held it in 25 quarters since.
  • Independent Financial Group's Lowe's Companies position peaked at $2.32M in Q3 2025.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.