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

Lyell 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 		$1.39M Sell
6,308
-65
-1% -$14.8K 0.09% 114
2026
Q1 		$1.51M Buy
6,373
+200
+3% +$52.2K 0.11% 100
2025
Q4 		$1.49M Buy
6,173
+59
+1% +$14.2K 0.11% 98
2025
Q3 		$1.54M Sell
6,114
-1,069
-15% -$263K 0.11% 98
2025
Q2 		$1.59M Buy
7,183
+1,940
+37% +$433K 0.13% 97
2025
Q1 		$1.22M Buy
5,243
+917
+21% +$226K 0.11% 109
2024
Q4 		$1.07M Buy
4,326
+6
+0.1% +$1.6K 0.1% 117
2024
Q3 		$1.17M Hold
4,320
– – 0.11% 115
2024
Q2 		$952K Buy
4,320
+83
+2% +$18.9K 0.09% 115
2024
Q1 		$1.08M Sell
4,237
-296
-7% -$68K 0.11% 111
2023
Q4 		$1.01M Buy
4,533
+2,350
+108% +$476K 0.11% 112
2023
Q3 		$454K Hold
2,183
– – 0.06% 129
2023
Q2 		$493K Sell
2,183
-3
-0.1% -$624 0.06% 134
2023
Q1 		$437K Sell
2,186
-9
-0.4% -$1.83K 0.06% 145
2022
Q4 		$437K Hold
2,195
– – 0.07% 141
2022
Q3 		$412K Sell
2,195
-22
-1% -$4.29K 0.07% 138
2022
Q2 		$387K Sell
2,217
-98
-4% -$18.9K 0.06% 147
2022
Q1 		$468K Buy
2,315
+431
+23% +$99.1K 0.06% 141
2021
Q4 		$487K Hold
1,884
– – 0.06% 136
2021
Q3 		$382K Hold
1,884
– – 0.05% 142
2021
Q2 		$365K Buy
1,884
+230
+14% +$45K 0.05% 151
2021
Q1 		$315K Buy
1,654
+33
+2% +$5.66K 0.05% 149
2020
Q4 		$260K Buy
1,621
+21
+1% +$3.41K 0.04% 146
2020
Q3 		$265K Hold
1,600
– – 0.05% 116
2020
Q2 		$216K Buy
+1,600
New +$183K 0.05% 116

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

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

Lyell Wealth Management reduced its Lowe's Companies (LOW) stake by 1% in Q2 2026, selling an estimated $14.8K and leaving 6,308 shares worth $1.39M. The position accounts for 0.09% of the portfolio, ranked #114.

Lyell Wealth Management first reported a position in LOW in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.59M in Q2 2025. 2,651 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Lyell Wealth Management held 6,308 shares of Lowe's Companies worth $1.39M as of Q2 2026.
  • Lyell Wealth Management sold 65 Lowe's Companies shares in Q2 2026, an estimated $14.8K.
  • Lowe's Companies made up 0.09% of Lyell Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Lyell Wealth Management first reported a position in Lowe's Companies in Q2 2020 and has held it in 25 quarters since.
  • Lyell Wealth Management's Lowe's Companies position peaked at $1.59M in Q2 2025.
  • 2,651 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.