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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
Q3 		$601K Sell
3,261
-25
-0.8% -$5.19K 0.13% 227
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

HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Legacy Wealth Asset Management's LOW Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Lowe's Companies (LOW) stake by 0.76% in Q3 2026, selling an estimated $5.19K and leaving 3,261 shares worth $601K. The position accounts for 0.13% of the portfolio, ranked #227.

Legacy Wealth Asset Management first reported a position in LOW in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.39M in Q4 2021. 123 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Legacy Wealth Asset Management held 3,261 shares of Lowe's Companies worth $601K as of Q3 2026.
  • Legacy Wealth Asset Management sold 25 Lowe's Companies shares in Q3 2026, an estimated $5.19K.
  • Lowe's Companies made up 0.13% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #227 holding.
  • Legacy Wealth Asset Management first reported a position in Lowe's Companies in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Lowe's Companies position peaked at $1.39M in Q4 2021.
  • 123 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.