LJI Wealth Management’s Lowe's Companies LOW Stock Holding History

LJI Wealth 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	$225K	Hold	1,020	–	–	0.03%	183
2026 Q1	$241K	Hold	1,020	–	–	0.04%	169
2025 Q4	$246K	Buy	+1,020	New	+$245K	0.04%	174
2025 Q3	–	Sell	-1,020	Closed	-$226K	–	201
2025 Q2	$226K	Hold	1,020	–	–	0.04%	168
2025 Q1	$238K	Hold	1,020	–	–	0.05%	158
2024 Q4	$252K	Hold	1,020	–	–	0.05%	150
2024 Q3	$276K	Buy	+1,020	New	+$247K	0.06%	156

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LJI Wealth Management held its Lowe's Companies (LOW) position steady in Q2 2026 at 1,020 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #183.

LJI Wealth Management first reported a position in LOW in Q3 2024 and has held it in 7 quarters since. The position peaked at $276K in Q3 2024. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

LJI Wealth Management held 1,020 shares of Lowe's Companies worth $225K as of Q2 2026.
LJI Wealth Management left its Lowe's Companies share count unchanged in Q2 2026.
Lowe's Companies made up 0.03% of LJI Wealth Management's portfolio in Q2 2026, its #183 holding.
LJI Wealth Management first reported a position in Lowe's Companies in Q3 2024 and has held it in 7 quarters since.
LJI Wealth Management's Lowe's Companies position peaked at $276K in Q3 2024.
2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.