JFS Wealth Advisors’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $469K | Sell |
2,125
-1
| -0% | -$227 | 0.02% | 234 |
|
|
2026
Q1 | $502K | Sell |
2,126
-125
| -6% | -$32.6K | 0.03% | 225 |
|
|
2025
Q4 | $543K | Sell |
2,251
-384
| -15% | -$92.2K | 0.03% | 219 |
|
|
2025
Q3 | $662K | Sell |
2,635
-2
| -0.1% | -$491 | 0.04% | 197 |
|
|
2025
Q2 | $585K | Sell |
2,637
-33
| -1% | -$7.37K | 0.04% | 197 |
|
|
2025
Q1 | $623K | Sell |
2,670
-55
| -2% | -$13.5K | 0.04% | 180 |
|
|
2024
Q4 | $673K | Sell |
2,725
-1,077
| -28% | -$288K | 0.05% | 168 |
|
|
2024
Q3 | $1.03M | Sell |
3,802
-47
| -1% | -$11.4K | 0.07% | 146 |
|
|
2024
Q2 | $849K | Sell |
3,849
-87
| -2% | -$19.8K | 0.07% | 126 |
|
|
2024
Q1 | $1M | Buy |
3,936
+71
| +2% | +$16.3K | 0.08% | 116 |
|
|
2023
Q4 | $860K | Buy |
3,865
+150
| +4% | +$30.4K | 0.07% | 113 |
|
|
2023
Q3 | $772K | Buy |
3,715
+280
| +8% | +$63K | 0.07% | 123 |
|
|
2023
Q2 | $775K | Sell |
3,435
-26
| -0.8% | -$5.41K | 0.07% | 123 |
|
|
2023
Q1 | $692K | Sell |
3,461
-4
| -0.1% | -$813 | 0.07% | 133 |
|
|
2022
Q4 | $690K | Sell |
3,465
-76
| -2% | -$15.2K | 0.07% | 134 |
|
|
2022
Q3 | $665K | Buy |
3,541
+167
| +5% | +$32.5K | 0.07% | 129 |
|
|
2022
Q2 | $589K | Sell |
3,374
-66
| -2% | -$12.7K | 0.06% | 133 |
|
|
2022
Q1 | $696K | Buy |
3,440
+255
| +8% | +$58.7K | 0.07% | 136 |
|
|
2021
Q4 | $823K | Sell |
3,185
-50
| -2% | -$11.9K | 0.08% | 131 |
|
|
2021
Q3 | $656K | Buy |
3,235
+2,043
| +171% | +$407K | 0.07% | 134 |
|
|
2021
Q2 | $231K | Buy |
1,192
+121
| +11% | +$23.7K | 0.03% | 158 |
|
|
2021
Q1 | $204K | Sell |
1,071
-36
| -3% | -$6.18K | 0.04% | 144 |
|
|
2020
Q4 | $178K | Buy |
1,107
+36
| +3% | +$5.85K | 0.04% | 145 |
|
|
2020
Q3 | $178K | Buy |
1,071
+1
| +0.1% | +$154 | 0.04% | 143 |
|
|
2020
Q2 | $145K | Hold |
1,070
| – | – | 0.04% | 151 |
|
|
2020
Q1 | $92K | Buy |
1,070
+1
| +0.1% | +$109 | 0.03% | 179 |
|
|
2019
Q4 | $128K | Hold |
1,069
| – | – | 0.03% | 169 |
|
|
2019
Q3 | $118K | Buy |
1,069
+1
| +0.1% | +$106 | 0.03% | 173 |
|
|
2019
Q2 | $108K | Hold |
1,068
| – | – | 0.03% | 180 |
|
|
2019
Q1 | $117K | Buy |
1,068
+1
| +0.1% | +$100 | 0.03% | 165 |
|
|
2018
Q4 | $99K | Sell |
1,067
-133
| -11% | -$12.8K | 0.03% | 173 |
|
|
2018
Q3 | $138K | Buy |
1,200
+134
| +13% | +$14K | 0.04% | 167 |
|
|
2018
Q2 | $102K | Buy |
1,066
+160
| +18% | +$14.5K | 0.03% | 189 |
|
|
2018
Q1 | $79K | Buy |
906
+1
| +0.1% | +$95 | 0.02% | 210 |
|
|
2017
Q4 | $84K | Hold |
905
| – | – | 0.02% | 210 |
|
|
2017
Q3 | $72K | Buy |
905
+1
| +0.1% | +$77 | 0.02% | 209 |
|
|
2017
Q2 | $70K | Buy |
904
+104
| +13% | +$8.5K | 0.02% | 200 |
|
|
2017
Q1 | $57K | Hold |
800
| – | – | 0.02% | 214 |
|
|
2016
Q4 | $57K | Hold |
800
| – | – | 0.02% | 214 |
|
|
2016
Q3 | $58K | Sell |
800
-34
| -4% | -$2.64K | 0.02% | 226 |
|
|
2016
Q2 | $66K | Buy |
834
+34
| +4% | +$2.63K | 0.02% | 232 |
|
|
2016
Q1 | $61K | Hold |
800
| – | – | 0.02% | 217 |
|
|
2015
Q4 | $61K | Hold |
800
| – | – | 0.02% | 229 |
|
|
2015
Q3 | $55K | Hold |
800
| – | – | 0.02% | 203 |
|
|
2015
Q2 | $54K | Hold |
800
| – | – | 0.03% | 177 |
|
|
2015
Q1 | $60K | Hold |
800
| – | – | 0.03% | 167 |
|
|
2014
Q4 | $55K | Hold |
800
| – | – | 0.01% | 174 |
|
|
2014
Q3 | $42K | Hold |
800
| – | – | 0.01% | 197 |
|
|
2014
Q2 | $38K | Buy |
+800
| New | +$37.3K | 0.01% | 214 |
|
Other funds holding LOW
JFS Wealth Advisors's LOW Position: Q2 2026 in Review
JFS Wealth Advisors reduced its Lowe's Companies (LOW) stake by 0.05% in Q2 2026, selling an estimated $227 and leaving 2,125 shares worth $469K. The position accounts for 0.02% of the portfolio, ranked #234.
JFS Wealth Advisors first reported a position in LOW in Q2 2014 and has held it in 49 quarters since. The position peaked at $1.03M in Q3 2024. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.
- JFS Wealth Advisors held 2,125 shares of Lowe's Companies worth $469K as of Q2 2026.
- JFS Wealth Advisors sold 1 Lowe's Companies share in Q2 2026, an estimated $227.
- Lowe's Companies made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #234 holding.
- JFS Wealth Advisors first reported a position in Lowe's Companies in Q2 2014 and has held it in 49 quarters since.
- JFS Wealth Advisors's Lowe's Companies position peaked at $1.03M in Q3 2024.
- 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.