Legacy Financial Strategies’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.74M | Sell |
12,418
-681
| -5% | -$155K | 0.42% | 35 |
|
|
2026
Q1 | $3.1M | Sell |
13,099
-608
| -4% | -$159K | 0.56% | 29 |
|
|
2025
Q4 | $3.31M | Sell |
13,707
-1,116
| -8% | -$268K | 0.59% | 27 |
|
|
2025
Q3 | $3.73M | Buy |
14,823
+962
| +7% | +$236K | 0.67% | 25 |
|
|
2025
Q2 | $3.08M | Buy |
13,861
+444
| +3% | +$99.1K | 0.6% | 32 |
|
|
2025
Q1 | $3.13M | Buy |
13,417
+124
| +0.9% | +$30.5K | 0.68% | 30 |
|
|
2024
Q4 | $3.28M | Buy |
13,293
+2
| +0% | +$534 | 0.71% | 27 |
|
|
2024
Q3 | $3.6M | Buy |
13,291
+24
| +0.2% | +$5.81K | 0.79% | 25 |
|
|
2024
Q2 | $2.83M | Buy |
13,267
+1,262
| +11% | +$288K | 0.68% | 30 |
|
|
2024
Q1 | $3.06M | Buy |
12,005
+107
| +0.9% | +$24.6K | 0.79% | 23 |
|
|
2023
Q4 | $2.65M | Buy |
11,898
+8
| +0.1% | +$1.62K | 0.76% | 30 |
|
|
2023
Q3 | $2.31M | Sell |
11,890
-137
| -1% | -$30.8K | 0.74% | 29 |
|
|
2023
Q2 | $2.71M | Buy |
12,027
+1,043
| +9% | +$217K | 0.91% | 17 |
|
|
2023
Q1 | $2.2M | Buy |
10,984
+669
| +6% | +$136K | 0.81% | 24 |
|
|
2022
Q4 | $2.06M | Buy |
10,315
+603
| +6% | +$121K | 0.85% | 25 |
|
|
2022
Q3 | $1.82M | Buy |
9,712
+984
| +11% | +$192K | 0.85% | 18 |
|
|
2022
Q2 | $1.52M | Buy |
8,728
+551
| +7% | +$106K | 0.75% | 26 |
|
|
2022
Q1 | $1.65M | Sell |
8,177
-743
| -8% | -$171K | 0.7% | 28 |
|
|
2021
Q4 | $2.31M | Buy |
8,920
+131
| +1% | +$31.1K | 1% | 15 |
|
|
2021
Q3 | $1.78M | Buy |
8,789
+416
| +5% | +$82.9K | 0.84% | 16 |
|
|
2021
Q2 | $1.62M | Buy |
8,373
+378
| +5% | +$74K | 0.78% | 17 |
|
|
2021
Q1 | $1.52M | Buy |
7,995
+98
| +1% | +$16.8K | 0.8% | 15 |
|
|
2020
Q4 | $1.27M | Hold |
7,897
| – | – | 0.65% | 21 |
|
|
2020
Q3 | $1.31M | Sell |
7,897
-774
| -9% | -$119K | 0.75% | 15 |
|
|
2020
Q2 | $1.17M | Buy |
8,671
+378
| +5% | +$43.2K | 0.91% | 12 |
|
|
2020
Q1 | $714K | Buy |
8,293
+290
| +4% | +$31.7K | 0.68% | 29 |
|
|
2019
Q4 | $958K | Buy |
8,003
+586
| +8% | +$67K | 0.77% | 20 |
|
|
2019
Q3 | $828K | Buy |
7,417
+484
| +7% | +$51.1K | 0.74% | 20 |
|
|
2019
Q2 | $727K | Buy |
6,933
+276
| +4% | +$29.1K | 0.68% | 26 |
|
|
2019
Q1 | $729K | Buy |
6,657
+510
| +8% | +$50.9K | 0.62% | 17 |
|
|
2018
Q4 | $568K | Buy |
6,147
+214
| +4% | +$20.6K | 0.56% | 24 |
|
|
2018
Q3 | $567K | Buy |
5,933
+538
| +10% | +$56.1K | 0.58% | 23 |
|
|
2018
Q2 | $516K | Buy |
5,395
+570
| +12% | +$51.6K | 0.46% | 37 |
|
|
2018
Q1 | $423K | Buy |
4,825
+903
| +23% | +$85.5K | 0.41% | 50 |
|
|
2017
Q4 | $365K | Buy |
+3,922
| New | +$324K | 0.39% | 57 |
|
Other funds holding LOW
Legacy Financial Strategies's LOW Position: Q2 2026 in Review
Legacy Financial Strategies reduced its Lowe's Companies (LOW) stake by 5.2% in Q2 2026, selling an estimated $155K and leaving 12,418 shares worth $2.74M. The position accounts for 0.42% of the portfolio, ranked #35.
Legacy Financial Strategies first reported a position in LOW in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.73M in Q3 2025. 2,643 funds tracked by Wall St. Rank hold LOW as of Q2 2026.
- Legacy Financial Strategies held 12,418 shares of Lowe's Companies worth $2.74M as of Q2 2026.
- Legacy Financial Strategies sold 681 Lowe's Companies shares in Q2 2026, an estimated $155K.
- Lowe's Companies made up 0.42% of Legacy Financial Strategies's portfolio in Q2 2026, its #35 holding.
- Legacy Financial Strategies first reported a position in Lowe's Companies in Q4 2017 and has held it in 35 quarters since.
- Legacy Financial Strategies's Lowe's Companies position peaked at $3.73M in Q3 2025.
- 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.
Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.