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LMG Wealth Partners’s Lowe's Companies LOW Stock Holding History

LMG Wealth Partners’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 		$5.23M Buy
23,719
+1,928
+9% +$438K 0.84% 42
2026
Q1 		$5.15M Buy
21,791
+344
+2% +$89.7K 0.94% 36
2025
Q4 		$5.17M Sell
21,447
-2,674
-11% -$642K 0.97% 35
2025
Q3 		$6.06M Buy
24,121
+5
+0% +$1.23K 1.13% 28
2025
Q2 		$5.35M Buy
24,116
+62
+0.3% +$13.8K 1.1% 31
2025
Q1 		$5.61M Sell
24,054
-137
-0.6% -$33.7K 1.25% 29
2024
Q4 		$5.97M Buy
24,191
+263
+1% +$70.2K 1.3% 27
2024
Q3 		$6.48M Buy
23,928
+309
+1% +$74.8K 1.48% 23
2024
Q2 		$5.21M Buy
23,619
+300
+1% +$68.4K 1.3% 27
2024
Q1 		$5.94M Sell
23,319
-6,096
-21% -$1.4M 1.5% 25
2023
Q4 		$6.55M Sell
29,415
-546
-2% -$111K 1.82% 18
2023
Q3 		$6.23M Sell
29,961
-679
-2% -$153K 1.9% 17
2023
Q2 		$6.92M Buy
30,640
+266
+0.9% +$55.3K 2.12% 15
2023
Q1 		$6.07M Buy
30,374
+652
+2% +$132K 1.96% 17
2022
Q4 		$6.23M Buy
+29,722
New +$5.94M 2.06% 17

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

LMG Wealth Partners's LOW Position: Q2 2026 in Review

LMG Wealth Partners increased its Lowe's Companies (LOW) stake by 8.8% in Q2 2026, buying an estimated $438K and bringing the position to 23,719 shares worth $5.23M. The position accounts for 0.84% of the portfolio, ranked #42.

LMG Wealth Partners first reported a position in LOW in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.92M in Q2 2023. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • LMG Wealth Partners held 23,719 shares of Lowe's Companies worth $5.23M as of Q2 2026.
  • LMG Wealth Partners bought 1,928 Lowe's Companies shares in Q2 2026, an estimated $438K.
  • Lowe's Companies made up 0.84% of LMG Wealth Partners's portfolio in Q2 2026, its #42 holding.
  • LMG Wealth Partners first reported a position in Lowe's Companies in Q4 2022 and has held it in 15 quarters since.
  • LMG Wealth Partners's Lowe's Companies position peaked at $6.92M in Q2 2023.
  • 2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.