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

Madison 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
Q1 		– Sell
-844
Closed -$204K – 227
2025
Q4 		$204K Sell
844
-65
-7% -$15.6K 0.04% 197
2025
Q3 		$228K Buy
909
+2
+0.2% +$491 0.05% 157
2025
Q2 		$201K Buy
907
+1
+0.1% +$223 0.04% 168
2025
Q1 		$211K Sell
906
-123
-12% -$30.3K 0.05% 148
2024
Q4 		$254K Buy
1,029
+17
+2% +$4.54K 0.07% 129
2024
Q3 		$274K Sell
1,012
-14
-1% -$3.39K 0.08% 121
2024
Q2 		$226K Buy
1,026
+3
+0.3% +$684 0.08% 119
2024
Q1 		$261K Hold
1,023
– – 0.09% 103
2023
Q4 		$228K Buy
1,023
+1
+0.1% +$203 0.09% 106
2023
Q3 		$212K Sell
1,022
-378
-27% -$85K 0.11% 87
2023
Q2 		$316K Buy
1,400
+1
+0.1% +$208 0.15% 65
2023
Q1 		$280K Sell
1,399
-36
-3% -$7.31K 0.14% 68
2022
Q4 		$286K Sell
1,435
-63
-4% -$12.6K 0.17% 63
2022
Q3 		$281K Buy
1,498
+20
+1% +$3.9K 0.18% 58
2022
Q2 		$258K Buy
1,478
+1
+0.1% +$193 0.16% 62
2022
Q1 		$299K Buy
1,477
+62
+4% +$14.3K 0.17% 55
2021
Q4 		$366K Buy
1,415
+1
+0.1% +$238 0.18% 46
2021
Q3 		$287K Buy
1,414
+188
+15% +$37.5K 0.16% 51
2021
Q2 		$238K Buy
+1,226
New +$240K 0.14% 54

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Madison Wealth Partners's LOW Position: Q1 2026 in Review

Madison Wealth Partners sold out of Lowe's Companies (LOW) in Q1 2026, closing a stake of 844 shares — an estimated $204K sold.

Madison Wealth Partners first reported a position in LOW in Q2 2021 and held it in 19 quarters. The position peaked at $366K in Q4 2021. 2,695 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Madison Wealth Partners reported no remaining Lowe's Companies position as of Q1 2026 after selling out during the quarter.
  • Madison Wealth Partners sold 844 Lowe's Companies shares in Q1 2026, an estimated $204K.
  • Madison Wealth Partners first reported a position in Lowe's Companies in Q2 2021 and held it in 19 quarters.
  • Madison Wealth Partners's Lowe's Companies position peaked at $366K in Q4 2021.
  • 2,695 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.