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Insight Wealth Strategies’s Lowe's Companies LOW Stock Holding History

Insight Wealth Strategies’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 		$225K Sell
1,015
-72
-7% -$16.4K 0.02% 175
2026
Q1 		$257K Sell
1,087
-164
-13% -$42.8K 0.03% 160
2025
Q4 		$302K Buy
1,251
+265
+27% +$63.6K 0.03% 145
2025
Q3 		$248K Buy
986
+18
+2% +$4.42K 0.03% 162
2025
Q2 		$221K Buy
968
+35
+4% +$7.81K 0.03% 162
2025
Q1 		$218K Buy
933
+2
+0.2% +$492 0.03% 152
2024
Q4 		$230K Buy
931
+16
+2% +$4.27K 0.03% 144
2024
Q3 		$248K Buy
915
+4
+0.4% +$969 0.03% 150
2024
Q2 		$201K Sell
911
-72
-7% -$16.4K 0.03% 156
2024
Q1 		$250K Sell
983
-133
-12% -$30.6K 0.04% 151
2023
Q4 		$248K Buy
1,116
+16
+1% +$3.24K 0.04% 145
2023
Q3 		$229K Buy
1,100
+6
+0.5% +$1.35K 0.04% 135
2023
Q2 		$247K Sell
1,094
-37
-3% -$7.7K 0.05% 129
2023
Q1 		$226K Buy
1,131
+6
+0.5% +$1.22K 0.04% 131
2022
Q4 		$224K Sell
1,125
-419
-27% -$83.7K 0.04% 130
2022
Q3 		$270K Hold
1,544
– – 0.05% 127
2022
Q2 		$270K Buy
1,544
+5
+0.3% +$964 0.05% 127
2022
Q1 		$311K Hold
1,539
– – 0.05% 135
2021
Q4 		$398K Buy
1,539
+3
+0.2% +$713 0.06% 127
2021
Q3 		$312K Buy
1,536
+48
+3% +$9.57K 0.04% 160
2021
Q2 		$289K Sell
1,488
-991
-40% -$194K 0.04% 162
2021
Q1 		$471K Sell
2,479
-178
-7% -$30.5K 0.06% 146
2020
Q4 		$426K Sell
2,657
-133
-5% -$21.6K 0.07% 123
2020
Q3 		$463K Sell
2,790
-175
-6% -$26.9K 0.09% 108
2020
Q2 		$401K Buy
2,965
+13
+0.4% +$1.49K 0.09% 100
2020
Q1 		$254K Buy
2,952
+486
+20% +$53.1K 0.07% 128
2019
Q4 		$295K Sell
2,466
-67
-3% -$7.66K 0.06% 169
2019
Q3 		$279K Sell
2,533
-89
-3% -$9.39K 0.07% 160
2019
Q2 		$265K Buy
2,622
+11
+0.4% +$1.16K 0.06% 141
2019
Q1 		$286K Buy
+2,611
New +$261K 0.08% 124

Other funds holding LOW

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return

Insight Wealth Strategies's LOW Position: Q2 2026 in Review

Insight Wealth Strategies reduced its Lowe's Companies (LOW) stake by 6.6% in Q2 2026, selling an estimated $16.4K and leaving 1,015 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #175.

Insight Wealth Strategies first reported a position in LOW in Q1 2019 and has held it in 30 quarters since. The position peaked at $471K in Q1 2021. 1,025 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Insight Wealth Strategies held 1,015 shares of Lowe's Companies worth $225K as of Q2 2026.
  • Insight Wealth Strategies sold 72 Lowe's Companies shares in Q2 2026, an estimated $16.4K.
  • Lowe's Companies made up 0.02% of Insight Wealth Strategies's portfolio in Q2 2026, its #175 holding.
  • Insight Wealth Strategies first reported a position in Lowe's Companies in Q1 2019 and has held it in 30 quarters since.
  • Insight Wealth Strategies's Lowe's Companies position peaked at $471K in Q1 2021.
  • 1,025 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.