Journey Strategic Wealth’s Lowe's Companies LOW Stock Holding History

Journey Strategic Wealth’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	$1.33M	Buy	5,624 +69	+1%	+$18K	0.03%	147
2025 Q4	$1.34M	Buy	5,555 +125	+2%	+$30K	0.04%	135
2025 Q3	$1.36M	Buy	5,430 +97	+2%	+$23.8K	0.04%	131
2025 Q2	$1.18M	Buy	5,333 +1,245	+30%	+$278K	0.04%	138
2025 Q1	$953K	Buy	4,088 +58	+1%	+$14.3K	0.03%	139
2024 Q4	$995K	Sell	4,030 -44	-1%	-$11.8K	0.04%	127
2024 Q3	$1.1M	Buy	4,074 +2,576	+172%	+$624K	0.04%	119
2024 Q2	$330K	Buy	+1,498	New	+$342K	0.01%	226
2023 Q2	–	Sell	-1,535	Closed	-$307K	–	243
2023 Q1	$307K	Buy	1,535 +146	+11%	+$29.7K	0.03%	152
2022 Q4	$277K	Buy	1,389 +75	+6%	+$15K	0.03%	152
2022 Q3	$248K	Buy	+1,314	New	+$256K	0.03%	120
2022 Q2	–	Sell	-1,216	Closed	-$245K	–	172
2022 Q1	$245K	Buy	1,216 +137	+13%	+$31.5K	0.03%	121
2021 Q4	$279K	Buy	+1,079	New	+$257K	0.03%	130

Other funds holding LOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Journey Strategic Wealth's LOW Position: Q1 2026 in Review

Journey Strategic Wealth increased its Lowe's Companies (LOW) stake by 1.2% in Q1 2026, buying an estimated $18K and bringing the position to 5,624 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #147.

Journey Strategic Wealth first reported a position in LOW in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.36M in Q3 2025. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Journey Strategic Wealth held 5,624 shares of Lowe's Companies worth $1.33M as of Q1 2026.
Journey Strategic Wealth bought 69 Lowe's Companies shares in Q1 2026, an estimated $18K.
Lowe's Companies made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #147 holding.
Journey Strategic Wealth first reported a position in Lowe's Companies in Q4 2021 and has held it in 13 quarters since.
Journey Strategic Wealth's Lowe's Companies position peaked at $1.36M in Q3 2025.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.