JWCA
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J.W. Cole Advisors’s Lowe's Companies LOW Stock Holding History

J.W. Cole Advisors’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 		$7.99M Buy
+36,257
New +$8.23M 0.14% 154
2026
Q1 		– Sell
-35,932
Closed -$8.34M – 1181
2025
Q4 		$8.34M Sell
35,932
-2,146
-6% -$515K 0.2% 99
2025
Q3 		$9.57M Sell
38,078
-614
-2% -$151K 0.18% 112
2025
Q2 		$8.58M Buy
38,692
+3,456
+10% +$771K 0.18% 113
2025
Q1 		$8.22M Buy
35,236
+26,324
+295% +$6.48M 0.26% 73
2024
Q4 		$2.2M Buy
8,912
+1,308
+17% +$349K 0.09% 233
2024
Q3 		$2.06M Buy
7,604
+389
+5% +$94.2K 0.09% 238
2024
Q2 		$1.59M Buy
7,215
+272
+4% +$62.1K 0.07% 255
2024
Q1 		$1.76M Sell
6,943
-904
-12% -$208K 0.09% 231
2023
Q4 		$1.75M Buy
7,847
+1,376
+21% +$279K 0.1% 212
2023
Q3 		$1.34M Sell
6,471
-615
-9% -$138K 0.1% 212
2023
Q2 		$1.6M Sell
7,086
-9
-0.1% -$1.87K 0.11% 200
2023
Q1 		$1.42M Buy
7,095
+289
+4% +$58.7K 0.1% 226
2022
Q4 		$1.36M Sell
6,806
-33
-0.5% -$6.6K 0.1% 215
2022
Q3 		$1.28M Sell
6,839
-1,447
-17% -$282K 0.11% 215
2022
Q2 		$1.45M Sell
8,286
-1,001
-11% -$193K 0.12% 205
2022
Q1 		$1.88M Sell
9,287
-1,060
-10% -$244K 0.13% 186
2021
Q4 		$2.67M Sell
10,347
-312
-3% -$74.2K 0.17% 136
2021
Q3 		$2.16M Sell
10,659
-300
-3% -$59.8K 0.15% 95
2021
Q2 		$2.13M Buy
10,959
+1,776
+19% +$347K 0.17% 142
2021
Q1 		$1.75M Sell
9,183
-416
-4% -$71.4K 0.17% 149
2020
Q4 		$1.54M Sell
9,599
-30,477
-76% -$4.95M 0.16% 151
2020
Q3 		$6.65M Buy
+40,076
New +$6.17M 0.51% 35
2020
Q1 		– Sell
-5,443
Closed -$652K – 336
2019
Q4 		$652K Buy
+5,443
New +$622K 0.08% 255

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

J.W. Cole Advisors's LOW Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Lowe's Companies (LOW) in Q2 2026: 36,257 shares worth $7.99M. The stake represents 0.14% of the portfolio and ranks #154 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in LOW as recently as Q4 2025.

J.W. Cole Advisors first reported a position in LOW in Q4 2019 and has held it in 24 quarters since. The position peaked at $9.57M in Q3 2025. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • J.W. Cole Advisors held 36,257 shares of Lowe's Companies worth $7.99M as of Q2 2026.
  • Lowe's Companies was a new J.W. Cole Advisors position in Q2 2026.
  • Lowe's Companies made up 0.14% of J.W. Cole Advisors's portfolio in Q2 2026, its #154 holding.
  • J.W. Cole Advisors first reported a position in Lowe's Companies in Q4 2019 and has held it in 24 quarters since.
  • J.W. Cole Advisors's Lowe's Companies position peaked at $9.57M in Q3 2025.
  • 2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.