LA
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Legacy Advisors’s Lowe's Companies LOW Stock Holding History

Legacy 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
Q1 		– Sell
-830
Closed -$200K – 301
2025
Q4 		$200K Buy
+830
New +$199K 0.02% 277
2025
Q2 		– Sell
-6,677
Closed -$1.56M – 236
2025
Q1 		$1.56M Sell
6,677
-145
-2% -$35.7K 0.16% 107
2024
Q4 		$1.68M Sell
6,822
-1,374
-17% -$367K 0.16% 99
2024
Q3 		$2.22M Sell
8,196
-4
-0% -$969 0.24% 75
2024
Q2 		$1.81M Sell
8,200
-2
-0% -$456 0.22% 82
2024
Q1 		$2.09M Sell
8,202
-5,616
-41% -$1.29M 0.26% 71
2023
Q4 		$3.08M Sell
13,818
-7,151
-34% -$1.45M 0.4% 51
2023
Q3 		$4.36M Sell
20,969
-700
-3% -$157K 0.7% 27
2023
Q2 		$4.89M Sell
21,669
-601
-3% -$125K 0.73% 24
2023
Q1 		$4.45M Buy
22,270
+1,369
+7% +$278K 0.82% 20
2022
Q4 		$4.16M Buy
20,901
+2,462
+13% +$492K 0.76% 22
2022
Q3 		$3.46M Buy
18,439
+1,586
+9% +$309K 0.76% 20
2022
Q2 		$2.94M Buy
16,853
+4,117
+32% +$794K 0.62% 27
2022
Q1 		$2.58M Buy
+12,736
New +$2.93M 0.5% 32
2019
Q2 		– Sell
-702
Closed -$77K – 395
2019
Q1 		$77K Buy
+702
New +$70.1K 0.03% 179
2018
Q4 		– Sell
-17,881
Closed -$2.05M – 268
2018
Q3 		$2.05M Buy
+17,881
New +$1.86M 1.01% 22
2017
Q4 		– Sell
-76
Closed -$6K – 398
2017
Q3 		$6K Buy
+76
New +$5.82K 0.01% 268
2017
Q1 		– Sell
-495
Closed -$35K – 215
2016
Q4 		$35K Buy
+495
New +$35K 0.05% 120

Other funds holding LOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Advisors's LOW Position: Q1 2026 in Review

Legacy Advisors sold out of Lowe's Companies (LOW) in Q1 2026, closing a stake of 830 shares — an estimated $200K sold.

Legacy Advisors first reported a position in LOW in Q4 2016 and held it in 18 quarters. The position peaked at $4.89M in Q2 2023. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Legacy Advisors reported no remaining Lowe's Companies position as of Q1 2026 after selling out during the quarter.
  • Legacy Advisors sold 830 Lowe's Companies shares in Q1 2026, an estimated $200K.
  • Legacy Advisors first reported a position in Lowe's Companies in Q4 2016 and held it in 18 quarters.
  • Legacy Advisors's Lowe's Companies position peaked at $4.89M in Q2 2023.
  • 2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Legacy Advisors's 13F filing for Q1 2026, filed 5 May 2026.