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

Legacy Financial 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 		$822K Buy
3,481
+123
+4% +$32.1K 0.12% 160
2025
Q4 		$810K Sell
3,358
-258
-7% -$61.9K 0.11% 152
2025
Q3 		$909K Sell
3,616
-116
-3% -$28.5K 0.13% 139
2025
Q2 		$828K Buy
3,732
+68
+2% +$15.2K 0.13% 133
2025
Q1 		$855K Buy
3,664
+32
+0.9% +$7.87K 0.14% 118
2024
Q4 		$896K Buy
3,632
+344
+10% +$91.9K 0.15% 114
2024
Q3 		$891K Buy
3,288
+331
+11% +$80.2K 0.15% 111
2024
Q2 		$652K Buy
2,957
+85
+3% +$19.4K 0.12% 147
2024
Q1 		$732K Buy
2,872
+240
+9% +$55.2K 0.13% 128
2023
Q4 		$586K Buy
2,632
+192
+8% +$38.9K 0.11% 145
2023
Q3 		$507K Buy
2,440
+254
+12% +$57.1K 0.1% 135
2023
Q2 		$493K Buy
2,186
+193
+10% +$40.1K 0.09% 138
2023
Q1 		$399K Buy
1,993
+50
+3% +$10.2K 0.08% 154
2022
Q4 		$387K Sell
1,943
-358
-16% -$71.6K 0.08% 141
2022
Q3 		$432K Buy
2,301
+302
+15% +$58.8K 0.1% 110
2022
Q2 		$349K Sell
1,999
-299
-13% -$57.7K 0.09% 134
2022
Q1 		$465K Buy
2,298
+108
+5% +$24.8K 0.1% 104
2021
Q4 		$566K Buy
2,190
+53
+2% +$12.6K 0.13% 80
2021
Q3 		$434K Buy
2,137
+174
+9% +$34.7K 0.11% 90
2021
Q2 		$381K Buy
1,963
+199
+11% +$38.9K 0.1% 97
2021
Q1 		$336K Buy
1,764
+152
+9% +$26.1K 0.09% 91
2020
Q4 		$259K Buy
1,612
+208
+15% +$33.8K 0.07% 112
2020
Q3 		$233K Buy
+1,404
New +$216K 0.07% 109
2019
Q2 		– Sell
-1,589
Closed -$174K – 565
2019
Q1 		$174K Buy
1,589
+38
+2% +$3.79K 0.06% 115
2018
Q4 		$143K Buy
1,551
+167
+12% +$16.1K 0.06% 120
2018
Q3 		$158K Hold
1,384
– – 0.06% 121
2018
Q2 		$138K Buy
1,384
+93
+7% +$8.42K 0.05% 133
2018
Q1 		$112K Hold
1,291
– – 0.04% 154
2017
Q4 		$119K Buy
+1,291
New +$107K 0.05% 164

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 Financial Advisors's LOW Position: Q1 2026 in Review

Legacy Financial Advisors increased its Lowe's Companies (LOW) stake by 3.7% in Q1 2026, buying an estimated $32.1K and bringing the position to 3,481 shares worth $822K. The position accounts for 0.12% of the portfolio, ranked #160.

Legacy Financial Advisors first reported a position in LOW in Q4 2017 and has held it in 29 quarters since. The position peaked at $909K in Q3 2025. 2,683 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Legacy Financial Advisors held 3,481 shares of Lowe's Companies worth $822K as of Q1 2026.
  • Legacy Financial Advisors bought 123 Lowe's Companies shares in Q1 2026, an estimated $32.1K.
  • Lowe's Companies made up 0.12% of Legacy Financial Advisors's portfolio in Q1 2026, its #160 holding.
  • Legacy Financial Advisors first reported a position in Lowe's Companies in Q4 2017 and has held it in 29 quarters since.
  • Legacy Financial Advisors's Lowe's Companies position peaked at $909K in Q3 2025.
  • 2,683 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.