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Legacy Wealth Management (Mississippi)’s Lowe's Companies LOW Stock Holding History

Legacy Wealth Management (Mississippi)’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 		$1.69M Buy
7,677
+16
+0.2% +$3.63K 0.43% 37
2026
Q1 		$1.81M Hold
7,661
– – 0.52% 36
2025
Q4 		$1.85M Buy
7,661
+1,081
+16% +$260K 0.49% 34
2025
Q3 		$1.65M Sell
6,580
-1,015
-13% -$249K 0.5% 36
2025
Q2 		$1.69M Sell
7,595
-255
-3% -$56.9K 0.51% 37
2025
Q1 		$1.83M Hold
7,850
– – 0.6% 36
2024
Q4 		$1.94M Sell
7,850
-995
-11% -$266K 0.77% 32
2024
Q3 		$2.4M Sell
8,845
-375
-4% -$90.8K 0.88% 31
2024
Q2 		$2.03M Sell
9,220
-90
-1% -$20.5K 0.86% 31
2024
Q1 		$2.37M Sell
9,310
-108
-1% -$24.8K 1.07% 27
2023
Q4 		$2.1M Sell
9,418
-150
-2% -$30.4K 1.01% 31
2023
Q3 		$1.99M Hold
9,568
– – 1.03% 29
2023
Q2 		$2.16M Hold
9,568
– – 1.08% 27
2023
Q1 		$1.91M Hold
9,568
– – 1.06% 29
2022
Q4 		$1.91M Hold
9,568
– – 1.13% 24
2022
Q3 		$1.8M Sell
9,568
-1,300
-12% -$253K 1.21% 27
2022
Q2 		$1.9M Hold
10,868
– – 1.15% 28
2022
Q1 		$2.2M Buy
10,868
+30
+0.3% +$6.9K 1.15% 24
2021
Q4 		$2.8M Sell
10,838
-247
-2% -$58.7K 1.43% 13
2021
Q3 		$2.25M Hold
11,085
– – 1.2% 23
2021
Q2 		$2.15M Sell
11,085
-35
-0.3% -$6.85K 1.19% 22
2021
Q1 		$2.11M Sell
11,120
-90
-0.8% -$15.4K 1.28% 20
2020
Q4 		$1.8M Sell
11,210
-35
-0.3% -$5.68K 1.14% 27
2020
Q3 		$1.87M Buy
11,245
+105
+0.9% +$16.2K 1.29% 20
2020
Q2 		$1.51M Hold
11,140
– – 1.15% 24
2020
Q1 		$959K Buy
11,140
+1,133
+11% +$124K 0.89% 34
2019
Q4 		$1.2M Buy
+10,007
New +$1.14M 1.04% 26

Other funds holding LOW

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s LOW Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) increased its Lowe's Companies (LOW) stake by 0.21% in Q2 2026, buying an estimated $3.63K and bringing the position to 7,677 shares worth $1.69M. The position accounts for 0.43% of the portfolio, ranked #37.

Legacy Wealth Management (Mississippi) first reported a position in LOW in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.8M in Q4 2021. 854 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 7,677 shares of Lowe's Companies worth $1.69M as of Q2 2026.
  • Legacy Wealth Management (Mississippi) bought 16 Lowe's Companies shares in Q2 2026, an estimated $3.63K.
  • Lowe's Companies made up 0.43% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #37 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Lowe's Companies in Q4 2019 and has held it in 27 quarters since.
  • Legacy Wealth Management (Mississippi)'s Lowe's Companies position peaked at $2.8M in Q4 2021.
  • 854 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.