Institute for Wealth Management’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.86M | Sell |
8,432
-989
| -10% | -$225K | 0.16% | 123 |
|
|
2026
Q1 | $2.23M | Sell |
9,421
-6
| -0.1% | -$1.56K | 0.24% | 96 |
|
|
2025
Q4 | $2.27M | Sell |
9,427
-16
| -0.2% | -$3.84K | 0.24% | 83 |
|
|
2025
Q3 | $2.37M | Sell |
9,443
-197
| -2% | -$48.4K | 0.25% | 84 |
|
|
2025
Q2 | $2.14M | Sell |
9,640
-638
| -6% | -$142K | 0.24% | 89 |
|
|
2025
Q1 | $2.4M | Sell |
10,278
-1
| -0% | -$246 | 0.31% | 74 |
|
|
2024
Q4 | $2.54M | Sell |
10,279
-111
| -1% | -$29.6K | 0.32% | 66 |
|
|
2024
Q3 | $2.81M | Sell |
10,390
-247
| -2% | -$59.8K | 0.36% | 57 |
|
|
2024
Q2 | $2.34M | Buy |
10,637
+1,004
| +10% | +$229K | 0.31% | 68 |
|
|
2024
Q1 | $2.45M | Sell |
9,633
-39
| -0.4% | -$8.96K | 0.32% | 63 |
|
|
2023
Q4 | $2.15M | Sell |
9,672
-61
| -0.6% | -$12.4K | 0.35% | 66 |
|
|
2023
Q3 | $2.02M | Sell |
9,733
-132
| -1% | -$29.7K | 0.36% | 64 |
|
|
2023
Q2 | $2.23M | Sell |
9,865
-53
| -0.5% | -$11K | 0.38% | 62 |
|
|
2023
Q1 | $1.98M | Sell |
9,918
-25
| -0.3% | -$5.08K | 0.38% | 65 |
|
|
2022
Q4 | $1.98M | Sell |
9,943
-646
| -6% | -$129K | 0.42% | 59 |
|
|
2022
Q3 | $1.99M | Sell |
10,589
-253
| -2% | -$49.3K | 0.45% | 48 |
|
|
2022
Q2 | $1.89M | Buy |
10,842
+144
| +1% | +$27.8K | 0.37% | 62 |
|
|
2022
Q1 | $2.16M | Buy |
10,698
+6
| +0.1% | +$1.38K | 0.35% | 69 |
|
|
2021
Q4 | $2.76M | Sell |
10,692
-83
| -0.8% | -$19.7K | 0.45% | 50 |
|
|
2021
Q3 | $2.19M | Buy |
10,775
+33
| +0.3% | +$6.58K | 0.38% | 61 |
|
|
2021
Q2 | $2.08M | Buy |
10,742
+354
| +3% | +$69.3K | 0.37% | 66 |
|
|
2021
Q1 | $1.98M | Buy |
10,388
+599
| +6% | +$103K | 0.38% | 66 |
|
|
2020
Q4 | $1.57M | Buy |
9,789
+101
| +1% | +$16.4K | 0.31% | 80 |
|
|
2020
Q3 | $1.61M | Sell |
9,688
-394
| -4% | -$60.7K | 0.37% | 62 |
|
|
2020
Q2 | $1.36M | Buy |
10,082
+787
| +8% | +$89.9K | 0.33% | 80 |
|
|
2020
Q1 | $800K | Sell |
9,295
-119
| -1% | -$13K | 0.25% | 110 |
|
|
2019
Q4 | $1.13M | Buy |
9,414
+69
| +0.7% | +$7.89K | 0.25% | 105 |
|
|
2019
Q3 | $1.03M | Sell |
9,345
-81
| -0.9% | -$8.55K | 0.26% | 107 |
|
|
2019
Q2 | $951K | Sell |
9,426
-213
| -2% | -$22.5K | 0.21% | 138 |
|
|
2019
Q1 | $1.05M | Buy |
+9,639
| New | +$962K | 0.23% | 120 |
|
|
2018
Q1 | – | Sell |
-9,655
| Closed | -$902K | – | 340 |
|
|
2017
Q4 | $902K | Sell |
9,655
-426
| -4% | -$35.2K | 0.21% | 146 |
|
|
2017
Q3 | $802K | Buy |
10,081
+222
| +2% | +$17K | 0.26% | 134 |
|
|
2017
Q2 | $767K | Buy |
+9,859
| New | +$806K | 0.21% | 151 |
|
Other funds holding LOW
Institute for Wealth Management's LOW Position: Q2 2026 in Review
Institute for Wealth Management reduced its Lowe's Companies (LOW) stake by 10% in Q2 2026, selling an estimated $225K and leaving 8,432 shares worth $1.86M. The position accounts for 0.16% of the portfolio, ranked #123.
Institute for Wealth Management first reported a position in LOW in Q2 2017 and has held it in 33 quarters since. The position peaked at $2.81M in Q3 2024. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.
- Institute for Wealth Management held 8,432 shares of Lowe's Companies worth $1.86M as of Q2 2026.
- Institute for Wealth Management sold 989 Lowe's Companies shares in Q2 2026, an estimated $225K.
- Lowe's Companies made up 0.16% of Institute for Wealth Management's portfolio in Q2 2026, its #123 holding.
- Institute for Wealth Management first reported a position in Lowe's Companies in Q2 2017 and has held it in 33 quarters since.
- Institute for Wealth Management's Lowe's Companies position peaked at $2.81M in Q3 2024.
- 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.