KWM
LOW icon

Koa Wealth Management’s Lowe's Companies LOW Stock Holding History

Koa Wealth 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 		$1.73M Sell
7,860
-95
-1% -$21.6K 1.18% 27
2026
Q1 		$1.88M Sell
7,955
-1,015
-11% -$265K 1.36% 24
2025
Q4 		$2.16M Buy
8,970
+1,921
+27% +$461K 1.49% 21
2025
Q3 		$1.77M Sell
7,049
-217
-3% -$53.3K 1.31% 23
2025
Q2 		$1.61M Buy
7,266
+37
+0.5% +$8.26K 1.28% 27
2025
Q1 		$1.69M Sell
7,229
-132
-2% -$32.5K 1.36% 26
2024
Q4 		$1.82M Sell
7,361
-784
-10% -$209K 1.48% 25
2024
Q3 		$2.21M Sell
8,145
-1,898
-19% -$460K 1.7% 19
2024
Q2 		$2.21M Buy
10,043
+358
+4% +$81.7K 1.87% 19
2024
Q1 		$2.47M Sell
9,685
-81
-0.8% -$18.6K 2.22% 17
2023
Q4 		$2.17M Buy
+9,766
New +$1.98M 2.15% 17

Other funds holding LOW

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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Koa Wealth Management's LOW Position: Q2 2026 in Review

Koa Wealth Management reduced its Lowe's Companies (LOW) stake by 1.2% in Q2 2026, selling an estimated $21.6K and leaving 7,860 shares worth $1.73M. The position accounts for 1.18% of the portfolio, ranked #27.

Koa Wealth Management first reported a position in LOW in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.47M in Q1 2024. 1,173 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Koa Wealth Management held 7,860 shares of Lowe's Companies worth $1.73M as of Q2 2026.
  • Koa Wealth Management sold 95 Lowe's Companies shares in Q2 2026, an estimated $21.6K.
  • Lowe's Companies made up 1.18% of Koa Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Koa Wealth Management first reported a position in Lowe's Companies in Q4 2023 and has held it in 11 quarters since.
  • Koa Wealth Management's Lowe's Companies position peaked at $2.47M in Q1 2024.
  • 1,173 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.