Koa Wealth Management
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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
Q3 		$503K Sell
2,729
-5,131
-65% -$1.07M 0.33% 42
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

Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Hardin Capital Partners
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Koa Wealth Management's LOW Position: Q3 2026 in Review

Koa Wealth Management reduced its Lowe's Companies (LOW) stake by 65% in Q3 2026, selling an estimated $1.07M and leaving 2,729 shares worth $503K. The position accounts for 0.33% of the portfolio, ranked #42.

Koa Wealth Management first reported a position in LOW in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.47M in Q1 2024. 1,077 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Koa Wealth Management held 2,729 shares of Lowe's Companies worth $503K as of Q3 2026.
  • Koa Wealth Management sold 5,131 Lowe's Companies shares in Q3 2026, an estimated $1.07M.
  • Lowe's Companies made up 0.33% of Koa Wealth Management's portfolio in Q3 2026, its #42 holding.
  • Koa Wealth Management first reported a position in Lowe's Companies in Q4 2023 and has held it in 12 quarters since.
  • Koa Wealth Management's Lowe's Companies position peaked at $2.47M in Q1 2024.
  • 1,077 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.