Ironwood Financial’s Lowe's Companies LOW Stock Holding History

Ironwood Financial’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	$1.53M	Sell	7,358 -71	-1%	-$16.1K	0.24%	74
2026 Q1	$1.76M	Hold	7,429	–	–	0.31%	63
2025 Q4	$2.01M	Buy	7,429 +3	+0%	+$720	0.34%	60
2025 Q3	$1.87M	Hold	7,426	–	–	0.33%	59
2025 Q2	$1.73M	Hold	7,426	–	–	0.37%	57
2025 Q1	$1.73M	Sell	7,426 -4	-0.1%	-$984	0.37%	57
2024 Q4	$1.83M	Hold	7,430	–	–	0.38%	55
2024 Q3	$2.01M	Sell	7,430 -150	-2%	-$36.3K	0.42%	48
2024 Q2	$1.67M	Hold	7,580	–	–	0.37%	54
2024 Q1	$1.93M	Hold	7,580	–	–	0.44%	47
2023 Q4	$1.69M	Sell	7,580 -50	-0.7%	-$10.1K	0.41%	50
2023 Q3	$1.59M	Hold	7,630	–	–	0.43%	42
2023 Q2	$1.72M	Hold	7,630	–	–	0.45%	43
2023 Q1	$1.53M	Hold	7,630	–	–	0.43%	45
2022 Q4	$1.52M	Hold	7,630	–	–	0.47%	43
2022 Q3	$1.43M	Hold	7,630	–	–	0.48%	45
2022 Q2	$1.33M	Hold	7,630	–	–	0.43%	50
2022 Q1	$1.54M	Sell	7,630 -917	-11%	-$211K	0.44%	46
2021 Q4	$2.21M	Sell	8,547 -17	-0.2%	-$4.04K	0.61%	36
2021 Q3	$1.74M	Buy	8,564 +404	+5%	+$80.5K	0.51%	36
2021 Q2	$1.58M	Buy	8,160 +34	+0.4%	+$6.65K	0.48%	38
2021 Q1	$1.54M	Buy	8,126 +1,395	+21%	+$239K	0.5%	36
2020 Q4	$1.08M	Buy	6,731 +6,139	+1,037%	+$997K	0.4%	46
2020 Q3	$98K	Hold	592	–	–	0.05%	85
2020 Q2	$80K	Buy	592 +50	+9%	+$5.71K	0.04%	85
2020 Q1	$47K	Hold	542	–	–	0.03%	88
2019 Q4	$65K	Hold	542	–	–	0.03%	93
2019 Q3	$60K	Hold	542	–	–	0.03%	97
2019 Q2	$55K	Hold	542	–	–	0.03%	104
2019 Q1	$59K	Hold	542	–	–	0.03%	99
2018 Q4	$50K	Buy	542 +342	+171%	+$33K	0.03%	98
2018 Q3	$23K	Hold	200	–	–	0.01%	179
2018 Q2	$19K	Hold	200	–	–	0.01%	161
2018 Q1	$18K	Hold	200	–	–	0.02%	143
2017 Q4	$19K	Hold	200	–	–	0.01%	145
2017 Q3	$16K	Hold	200	–	–	0.01%	155
2017 Q2	$16K	Hold	200	–	–	0.01%	153
2017 Q1	$16K	Hold	200	–	–	0.01%	150
2016 Q4	$14K	Hold	200	–	–	0.01%	153
2016 Q3	$14K	Hold	200	–	–	0.01%	152
2016 Q2	$16K	Hold	200	–	–	0.01%	145
2016 Q1	$15K	Buy	+200	New	+$14.1K	0.01%	151
2015 Q3	$14K	Hold	200	–	–	0.01%	189
2015 Q2	$13K	Hold	200	–	–	0.01%	188
2015 Q1	$15K	Hold	200	–	–	0.01%	183
2014 Q4	$14K	Buy	+200	New	+$12K	0.01%	162

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ironwood Financial's LOW Position: Q2 2026 in Review

Ironwood Financial reduced its Lowe's Companies (LOW) stake by 0.96% in Q2 2026, selling an estimated $16.1K and leaving 7,358 shares worth $1.53M. The position accounts for 0.24% of the portfolio, ranked #74.

Ironwood Financial first reported a position in LOW in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.21M in Q4 2021. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Ironwood Financial held 7,358 shares of Lowe's Companies worth $1.53M as of Q2 2026.
Ironwood Financial sold 71 Lowe's Companies shares in Q2 2026, an estimated $16.1K.
Lowe's Companies made up 0.24% of Ironwood Financial's portfolio in Q2 2026, its #74 holding.
Ironwood Financial first reported a position in Lowe's Companies in Q4 2014 and has held it in 46 quarters since.
Ironwood Financial's Lowe's Companies position peaked at $2.21M in Q4 2021.
2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.