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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lyell Wealth Management's LOW Position: Q1 2026 in Review

Lyell Wealth Management increased its Lowe's Companies (LOW) stake by 3.2% in Q1 2026, buying an estimated $52.2K and bringing the position to 6,373 shares worth $1.51M. The position accounts for 0.11% of the portfolio, ranked #100.

Lyell Wealth Management first reported a position in LOW in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.59M in Q2 2025. 2,683 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

Lyell Wealth Management held 6,373 shares of Lowe's Companies worth $1.51M as of Q1 2026.
Lyell Wealth Management bought 200 Lowe's Companies shares in Q1 2026, an estimated $52.2K.
Lowe's Companies made up 0.11% of Lyell Wealth Management's portfolio in Q1 2026, its #100 holding.
Lyell Wealth Management first reported a position in Lowe's Companies in Q2 2020 and has held it in 24 quarters since.
Lyell Wealth Management's Lowe's Companies position peaked at $1.59M in Q2 2025.
2,683 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.