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Journey Retirement Planning & Investment Management’s Lowe's Companies LOW Stock Holding History

Journey Retirement Planning & Investment 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
Q2 		$406K Buy
1,842
+198
+12% +$45K 0.32% 98
2026
Q1 		$389K Sell
1,644
-3,532
-68% -$921K 0.34% 92
2025
Q4 		$1.25M Buy
+5,176
New +$1.24M 0.26% 98

Other funds holding LOW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Journey Retirement Planning & Investment Management's LOW Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Lowe's Companies (LOW) stake by 12% in Q2 2026, buying an estimated $45K and bringing the position to 1,842 shares worth $406K. The position accounts for 0.32% of the portfolio, ranked #98.

Journey Retirement Planning & Investment Management first reported a position in LOW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q4 2025. 1,365 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 1,842 shares of Lowe's Companies worth $406K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 198 Lowe's Companies shares in Q2 2026, an estimated $45K.
  • Lowe's Companies made up 0.32% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #98 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Lowe's Companies in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Lowe's Companies position peaked at $1.25M in Q4 2025.
  • 1,365 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.