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Jacksonville Wealth Management’s Lowe's Companies LOW Stock Holding History

Jacksonville Wealth Management’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
Q1 		$530K Sell
2,244
-20
-0.9% -$5.22K 0.36% 40
2025
Q4 		$546K Buy
2,264
+44
+2% +$10.6K 0.39% 43
2025
Q3 		$558K Sell
2,220
-87
-4% -$21.4K 0.41% 42
2025
Q2 		$512K Sell
2,307
-81
-3% -$18.1K 0.41% 41
2025
Q1 		$557K Buy
+2,388
New +$588K 0.55% 37

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jacksonville Wealth Management's LOW Position: Q1 2026 in Review

Jacksonville Wealth Management reduced its Lowe's Companies (LOW) stake by 0.88% in Q1 2026, selling an estimated $5.22K and leaving 2,244 shares worth $530K. The position accounts for 0.36% of the portfolio, ranked #40.

Jacksonville Wealth Management first reported a position in LOW in Q1 2025 and has held it in 5 quarters since. The position peaked at $558K in Q3 2025. 2,683 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Jacksonville Wealth Management held 2,244 shares of Lowe's Companies worth $530K as of Q1 2026.
  • Jacksonville Wealth Management sold 20 Lowe's Companies shares in Q1 2026, an estimated $5.22K.
  • Lowe's Companies made up 0.36% of Jacksonville Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Jacksonville Wealth Management first reported a position in Lowe's Companies in Q1 2025 and has held it in 5 quarters since.
  • Jacksonville Wealth Management's Lowe's Companies position peaked at $558K in Q3 2025.
  • 2,683 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Jacksonville Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.