Intergy Private Wealth’s Lowe's Companies LOW Stock Holding History

Intergy Private Wealth’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	$263K	Buy	1,429 +22	+2%	+$4.57K	0.06%	108
2026 Q2	$310K	Buy	1,407 +162	+13%	+$36.8K	0.07%	100
2026 Q1	$294K	Buy	1,245 +125	+11%	+$32.6K	0.09%	92
2025 Q4	$270K	Buy	1,120 +15	+1%	+$3.6K	0.08%	91
2025 Q3	$278K	Buy	1,105 +74	+7%	+$18.2K	0.09%	88
2025 Q2	$229K	Buy	1,031 +4	+0.4%	+$893	0.08%	94
2025 Q1	$240K	Buy	+1,027	New	+$253K	0.09%	87

Other funds holding LOW

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return

Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Intergy Private Wealth's LOW Position: Q3 2026 in Review

Intergy Private Wealth increased its Lowe's Companies (LOW) stake by 1.6% in Q3 2026, buying an estimated $4.57K and bringing the position to 1,429 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #108.

Intergy Private Wealth first reported a position in LOW in Q1 2025 and has held it in 7 quarters since. The position peaked at $310K in Q2 2026. 755 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

Intergy Private Wealth held 1,429 shares of Lowe's Companies worth $263K as of Q3 2026.
Intergy Private Wealth bought 22 Lowe's Companies shares in Q3 2026, an estimated $4.57K.
Lowe's Companies made up 0.06% of Intergy Private Wealth's portfolio in Q3 2026, its #108 holding.
Intergy Private Wealth first reported a position in Lowe's Companies in Q1 2025 and has held it in 7 quarters since.
Intergy Private Wealth's Lowe's Companies position peaked at $310K in Q2 2026.
755 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.