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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
Q3 		– Sell
-1,015
Closed -$225K – 199
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

HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Insight Wealth Strategies's LOW Position: Q3 2026 in Review

Insight Wealth Strategies sold out of Lowe's Companies (LOW) in Q3 2026, closing a stake of 1,015 shares — an estimated $225K sold.

Insight Wealth Strategies first reported a position in LOW in Q1 2019 and held it in 30 quarters. The position peaked at $471K in Q1 2021. 123 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Insight Wealth Strategies reported no remaining Lowe's Companies position as of Q3 2026 after selling out during the quarter.
  • Insight Wealth Strategies sold 1,015 Lowe's Companies shares in Q3 2026, an estimated $225K.
  • Insight Wealth Strategies first reported a position in Lowe's Companies in Q1 2019 and held it in 30 quarters.
  • Insight Wealth Strategies's Lowe's Companies position peaked at $471K in Q1 2021.
  • 123 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.