IWP
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Invenio Wealth Partners’s Lowe's Companies LOW Stock Holding History

Invenio Wealth Partners’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 		$232K Sell
1,053
-129
-11% -$29.3K 0.08% 85
2026
Q1 		$279K Sell
1,182
-95
-7% -$24.8K 0.11% 74
2025
Q4 		$308K Hold
1,277
– – 0.11% 76
2025
Q3 		$321K Buy
1,277
+46
+4% +$11.3K 0.12% 76
2025
Q2 		$273K Buy
1,231
+146
+13% +$32.6K 0.11% 80
2025
Q1 		$253K Sell
1,085
-21
-2% -$5.17K 0.11% 77
2024
Q4 		$273K Sell
1,106
-77
-7% -$20.6K 0.11% 83
2024
Q3 		$320K Sell
1,183
-320
-21% -$77.5K 0.14% 70
2024
Q2 		$331K Sell
1,503
-44
-3% -$10K 0.16% 64
2024
Q1 		$394K Sell
1,547
-102
-6% -$23.4K 0.21% 58
2023
Q4 		$367K Sell
1,649
-110
-6% -$22.3K 0.27% 60
2023
Q3 		$366K Sell
1,759
-35
-2% -$7.87K 0.33% 56
2023
Q2 		$405K Buy
+1,794
New +$373K 0.46% 43

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

Invenio Wealth Partners's LOW Position: Q2 2026 in Review

Invenio Wealth Partners reduced its Lowe's Companies (LOW) stake by 11% in Q2 2026, selling an estimated $29.3K and leaving 1,053 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #85.

Invenio Wealth Partners first reported a position in LOW in Q2 2023 and has held it in 13 quarters since. The position peaked at $405K in Q2 2023. 2,644 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Invenio Wealth Partners held 1,053 shares of Lowe's Companies worth $232K as of Q2 2026.
  • Invenio Wealth Partners sold 129 Lowe's Companies shares in Q2 2026, an estimated $29.3K.
  • Lowe's Companies made up 0.08% of Invenio Wealth Partners's portfolio in Q2 2026, its #85 holding.
  • Invenio Wealth Partners first reported a position in Lowe's Companies in Q2 2023 and has held it in 13 quarters since.
  • Invenio Wealth Partners's Lowe's Companies position peaked at $405K in Q2 2023.
  • 2,644 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.