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Lifeworks Advisors’s Lowe's Companies LOW Stock Holding History

Lifeworks 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 		$383K Sell
1,620
-120
-7% -$31.3K 0.05% 223
2025
Q4 		$420K Buy
1,740
+10
+0.6% +$2.4K 0.05% 229
2025
Q3 		$435K Buy
1,730
+50
+3% +$12.3K 0.06% 222
2025
Q2 		$373K Buy
1,680
+77
+5% +$17.2K 0.06% 232
2025
Q1 		$374K Sell
1,603
-285
-15% -$70.1K 0.06% 221
2024
Q4 		$466K Buy
1,888
+134
+8% +$35.8K 0.08% 174
2024
Q3 		$475K Buy
1,754
+553
+46% +$134K 0.09% 168
2024
Q2 		$265K Buy
1,201
+18
+2% +$4.11K 0.07% 185
2024
Q1 		$301K Sell
1,183
-149
-11% -$34.3K 0.08% 179
2023
Q4 		$296K Sell
1,332
-12
-0.9% -$2.43K 0.1% 162
2023
Q3 		$279K Buy
1,344
+336
+33% +$75.6K 0.11% 155
2023
Q2 		$228K Buy
+1,008
New +$210K 0.1% 147

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

Lifeworks Advisors's LOW Position: Q1 2026 in Review

Lifeworks Advisors reduced its Lowe's Companies (LOW) stake by 6.9% in Q1 2026, selling an estimated $31.3K and leaving 1,620 shares worth $383K. The position accounts for 0.05% of the portfolio, ranked #223.

Lifeworks Advisors first reported a position in LOW in Q2 2023 and has held it in 12 quarters since. The position peaked at $475K in Q3 2024. 2,683 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Lifeworks Advisors held 1,620 shares of Lowe's Companies worth $383K as of Q1 2026.
  • Lifeworks Advisors sold 120 Lowe's Companies shares in Q1 2026, an estimated $31.3K.
  • Lowe's Companies made up 0.05% of Lifeworks Advisors's portfolio in Q1 2026, its #223 holding.
  • Lifeworks Advisors first reported a position in Lowe's Companies in Q2 2023 and has held it in 12 quarters since.
  • Lifeworks Advisors's Lowe's Companies position peaked at $475K in Q3 2024.
  • 2,683 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.