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Legacy Capital Wealth Partners’s Lowe's Companies LOW Stock Holding History

Legacy Capital Wealth Partners’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 		$502K Sell
2,277
-898
-28% -$204K 0.1% 198
2026
Q1 		$750K Sell
3,175
-566
-15% -$148K 0.15% 145
2025
Q4 		$902K Sell
3,741
-44
-1% -$10.6K 0.19% 108
2025
Q3 		$951K Sell
3,785
-63
-2% -$15.5K 0.21% 100
2025
Q2 		$854K Sell
3,848
-456
-11% -$102K 0.19% 104
2025
Q1 		$1M Sell
4,304
-1,208
-22% -$297K 0.25% 78
2024
Q4 		$1.36M Sell
5,512
-992
-15% -$265K 0.34% 58
2024
Q3 		$1.76M Sell
6,504
-579
-8% -$140K 0.35% 53
2024
Q2 		$1.56M Buy
+7,083
New +$1.62M 0.4% 49
2024
Q1 		– Sell
-7,568
Closed -$1.68M – 243
2023
Q4 		$1.68M Buy
7,568
+19
+0.3% +$3.85K 0.48% 41
2023
Q3 		$1.57M Buy
+7,549
New +$1.7M 0.43% 44
2023
Q2 		– Sell
-6,990
Closed -$1.4M – 148
2023
Q1 		$1.4M Buy
+6,990
New +$1.42M 0.38% 47
2021
Q2 		– Sell
-4,033
Closed -$767K – 53
2021
Q1 		$767K Buy
4,033
+367
+10% +$63K 0.32% 41
2020
Q4 		$588K Buy
+3,666
New +$595K 0.25% 43

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

Legacy Capital Wealth Partners's LOW Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Lowe's Companies (LOW) stake by 28% in Q2 2026, selling an estimated $204K and leaving 2,277 shares worth $502K. The position accounts for 0.1% of the portfolio, ranked #198.

Legacy Capital Wealth Partners first reported a position in LOW in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.76M in Q3 2024. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Legacy Capital Wealth Partners held 2,277 shares of Lowe's Companies worth $502K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 898 Lowe's Companies shares in Q2 2026, an estimated $204K.
  • Lowe's Companies made up 0.1% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #198 holding.
  • Legacy Capital Wealth Partners first reported a position in Lowe's Companies in Q4 2020 and has held it in 14 quarters since.
  • Legacy Capital Wealth Partners's Lowe's Companies position peaked at $1.76M in Q3 2024.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.