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Legacy Wealth Asset Management’s Lowe's Companies LOW Stock Holding History

Legacy Wealth Asset 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
Q2 		$725K Sell
3,286
-54
-2% -$12.3K 0.16% 198
2026
Q1 		$789K Buy
3,340
+20
+0.6% +$5.22K 0.19% 167
2025
Q4 		$801K Buy
3,320
+44
+1% +$10.6K 0.2% 154
2025
Q3 		$823K Buy
3,276
+29
+0.9% +$7.13K 0.2% 142
2025
Q2 		$720K Buy
3,247
+12
+0.4% +$2.68K 0.18% 162
2025
Q1 		$754K Sell
3,235
-72
-2% -$17.7K 0.21% 138
2024
Q4 		$816K Sell
3,307
-91
-3% -$24.3K 0.22% 123
2024
Q3 		$920K Sell
3,398
-4
-0.1% -$969 0.25% 105
2024
Q2 		$750K Sell
3,402
-6
-0.2% -$1.37K 0.21% 128
2024
Q1 		$868K Buy
3,408
+31
+0.9% +$7.13K 0.24% 115
2023
Q4 		$752K Sell
3,377
-21
-0.6% -$4.26K 0.25% 121
2023
Q3 		$706K Sell
3,398
-97
-3% -$21.8K 0.26% 118
2023
Q2 		$789K Sell
3,495
-26
-0.7% -$5.41K 0.28% 102
2023
Q1 		$704K Sell
3,521
-17
-0.5% -$3.45K 0.25% 129
2022
Q4 		$705K Buy
3,538
+10
+0.3% +$2K 0.27% 131
2022
Q3 		$663K Sell
3,528
-1,963
-36% -$382K 0.29% 119
2022
Q2 		$959K Buy
5,491
+10
+0.2% +$1.93K 0.39% 78
2022
Q1 		$1.11M Buy
5,481
+104
+2% +$23.9K 0.39% 75
2021
Q4 		$1.39M Sell
5,377
-311
-5% -$73.9K 0.47% 45
2021
Q3 		$1.15M Buy
5,688
+68
+1% +$13.6K 0.53% 44
2021
Q2 		$1.09M Sell
5,620
-8
-0.1% -$1.56K 0.48% 50
2021
Q1 		$1.07M Buy
5,628
+57
+1% +$9.78K 0.49% 48
2020
Q4 		$894K Buy
+5,571
New +$905K 0.45% 61

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 Wealth Asset Management's LOW Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Lowe's Companies (LOW) stake by 1.6% in Q2 2026, selling an estimated $12.3K and leaving 3,286 shares worth $725K. The position accounts for 0.16% of the portfolio, ranked #198.

Legacy Wealth Asset Management first reported a position in LOW in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.39M in Q4 2021. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Legacy Wealth Asset Management held 3,286 shares of Lowe's Companies worth $725K as of Q2 2026.
  • Legacy Wealth Asset Management sold 54 Lowe's Companies shares in Q2 2026, an estimated $12.3K.
  • Lowe's Companies made up 0.16% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #198 holding.
  • Legacy Wealth Asset Management first reported a position in Lowe's Companies in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Lowe's Companies position peaked at $1.39M in Q4 2021.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.