Kelman-Lazarov Inc’s Lowe's Companies LOW Stock Holding History

Kelman-Lazarov Inc’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	$260K	Sell	1,179 -31	-3%	-$7.04K	0.03%	135
2026 Q1	$286K	Buy	1,210 +3	+0.2%	+$782	0.04%	120
2025 Q4	$291K	Sell	1,207 -6	-0.5%	-$1.44K	0.04%	116
2025 Q3	$305K	Buy	1,213 +163	+16%	+$40K	0.05%	113
2025 Q2	$233K	Buy	1,050 +8	+0.8%	+$1.78K	0.04%	111
2025 Q1	$243K	Buy	1,042 +3	+0.3%	+$738	0.04%	108
2024 Q4	$256K	Sell	1,039 -69	-6%	-$18.4K	0.05%	92
2024 Q3	$300K	Hold	1,108	–	–	0.05%	90
2024 Q2	$244K	Buy	1,108 +2	+0.2%	+$456	0.05%	98
2024 Q1	$282K	Hold	1,106	–	–	0.06%	86
2023 Q4	$246K	Sell	1,106 -267	-19%	-$54.1K	0.05%	90
2023 Q3	$285K	Sell	1,373 -81	-6%	-$18.2K	0.07%	83
2023 Q2	$328K	Buy	1,454 +35	+2%	+$7.28K	0.08%	81
2023 Q1	$284K	Sell	1,419 -93	-6%	-$18.9K	0.07%	83
2022 Q4	$301K	Sell	1,512 -380	-20%	-$76K	0.08%	79
2022 Q3	$355K	Hold	1,892	–	–	0.12%	61
2022 Q2	$330K	Hold	1,892	–	–	0.11%	63
2022 Q1	$383K	Hold	1,892	–	–	0.13%	60
2021 Q4	$489K	Hold	1,892	–	–	0.16%	52
2021 Q3	$384K	Sell	1,892 -255	-12%	-$50.8K	0.13%	56
2021 Q2	$416K	Sell	2,147 -119	-5%	-$23.3K	0.15%	52
2021 Q1	$431K	Hold	2,266	–	–	0.15%	52
2020 Q4	$364K	Hold	2,266	–	–	0.14%	56
2020 Q3	$376K	Hold	2,266	–	–	0.17%	48
2020 Q2	$306K	Sell	2,266 -700	-24%	-$79.9K	0.14%	59
2020 Q1	$255K	Sell	2,966 -1,644	-36%	-$180K	0.14%	65
2019 Q4	$552K	Sell	4,610 -16	-0.3%	-$1.83K	0.25%	51
2019 Q3	$509K	Sell	4,626 -77	-2%	-$8.13K	0.25%	51
2019 Q2	$475K	Sell	4,703 -1,334	-22%	-$141K	0.24%	58
2019 Q1	$661K	Sell	6,037 -724	-11%	-$72.3K	0.35%	52
2018 Q4	$624K	Sell	6,761 -353	-5%	-$34K	0.39%	53
2018 Q3	$817K	Sell	7,114 -2,356	-25%	-$245K	0.48%	50
2018 Q2	$905K	Sell	9,470 -396	-4%	-$35.8K	0.49%	56
2018 Q1	$866K	Sell	9,866 -125	-1%	-$11.8K	0.47%	57
2017 Q4	$929K	Buy	9,991 +250	+3%	+$20.7K	0.47%	56
2017 Q3	$779K	Buy	9,741 +451	+5%	+$34.5K	0.41%	65
2017 Q2	$72K	Hold	9,290	–	–	0.04%	118
2017 Q1	$764K	Hold	9,290	–	–	0.49%	62
2016 Q4	$661K	Hold	9,290	–	–	0.37%	68
2016 Q3	$675K	Hold	9,290	–	–	0.38%	69
2016 Q2	$739K	Sell	9,290 -260	-3%	-$20.1K	0.42%	68
2016 Q1	$731K	Buy	+9,550	New	+$674K	0.43%	72

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kelman-Lazarov Inc's LOW Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its Lowe's Companies (LOW) stake by 2.6% in Q2 2026, selling an estimated $7.04K and leaving 1,179 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #135.

Kelman-Lazarov Inc first reported a position in LOW in Q1 2016 and has held it in 42 quarters since. The position peaked at $929K in Q4 2017. 2,657 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Kelman-Lazarov Inc held 1,179 shares of Lowe's Companies worth $260K as of Q2 2026.
Kelman-Lazarov Inc sold 31 Lowe's Companies shares in Q2 2026, an estimated $7.04K.
Lowe's Companies made up 0.03% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #135 holding.
Kelman-Lazarov Inc first reported a position in Lowe's Companies in Q1 2016 and has held it in 42 quarters since.
Kelman-Lazarov Inc's Lowe's Companies position peaked at $929K in Q4 2017.
2,657 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.