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Kingswood Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Kingswood Wealth Advisors’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 		$2.19M Sell
9,954
-558
-5% -$127K 0.09% 238
2026
Q1 		$2.48M Buy
10,512
+422
+4% +$110K 0.12% 196
2025
Q4 		$2.43M Buy
10,090
+291
+3% +$69.9K 0.12% 174
2025
Q3 		$2.46M Buy
9,799
+4,733
+93% +$1.16M 0.15% 154
2025
Q2 		$1.12M Sell
5,066
-27
-0.5% -$6.03K 0.09% 242
2025
Q1 		$1.19M Sell
5,093
-963
-16% -$237K 0.11% 217
2024
Q4 		$1.49M Sell
6,056
-5,077
-46% -$1.36M 0.11% 194
2024
Q3 		$3.01M Buy
11,133
+6,238
+127% +$1.51M 0.21% 112
2024
Q2 		$1.08M Buy
4,895
+780
+19% +$178K 0.1% 219
2024
Q1 		$1.05M Buy
4,115
+434
+12% +$99.8K 0.12% 195
2023
Q4 		$819K Buy
3,681
+921
+33% +$187K 0.09% 236
2023
Q3 		$574K Buy
+2,760
New +$621K 0.1% 220

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kingswood Wealth Advisors's LOW Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Lowe's Companies (LOW) stake by 5.3% in Q2 2026, selling an estimated $127K and leaving 9,954 shares worth $2.19M. The position accounts for 0.09% of the portfolio, ranked #238.

Kingswood Wealth Advisors first reported a position in LOW in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.01M in Q3 2024. 2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Kingswood Wealth Advisors held 9,954 shares of Lowe's Companies worth $2.19M as of Q2 2026.
  • Kingswood Wealth Advisors sold 558 Lowe's Companies shares in Q2 2026, an estimated $127K.
  • Lowe's Companies made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #238 holding.
  • Kingswood Wealth Advisors first reported a position in Lowe's Companies in Q3 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's Lowe's Companies position peaked at $3.01M in Q3 2024.
  • 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.