Lyell Wealth Management
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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
Q3 		$1.13M Sell
6,158
-150
-2% -$31.1K 0.07% 122
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% -$4.28K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Lyell Wealth Management's LOW Position: Q3 2026 in Review

Lyell Wealth Management reduced its Lowe's Companies (LOW) stake by 2.4% in Q3 2026, selling an estimated $31.1K and leaving 6,158 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #122.

Lyell Wealth Management first reported a position in LOW in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.59M in Q2 2025. 1,612 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Lyell Wealth Management held 6,158 shares of Lowe's Companies worth $1.13M as of Q3 2026.
  • Lyell Wealth Management sold 150 Lowe's Companies shares in Q3 2026, an estimated $31.1K.
  • Lowe's Companies made up 0.07% of Lyell Wealth Management's portfolio in Q3 2026, its #122 holding.
  • Lyell Wealth Management first reported a position in Lowe's Companies in Q2 2020 and has held it in 26 quarters since.
  • Lyell Wealth Management's Lowe's Companies position peaked at $1.59M in Q2 2025.
  • 1,612 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.