MSWA
LOW icon

Marshall & Sterling Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$127K Buy
578
+3
+0.5% +$681 0.08% 108
2026
Q1 		$136K Buy
575
+3
+0.5% +$782 0.09% 106
2025
Q4 		$138K Sell
572
-33
-5% -$7.92K 0.09% 101
2025
Q3 		$152K Buy
605
+3
+0.5% +$737 0.1% 99
2025
Q2 		$133K Buy
602
+4
+0.7% +$893 0.09% 100
2025
Q1 		$139K Buy
598
+36
+6% +$8.86K 0.09% 98
2024
Q4 		$139K Buy
+562
New +$150K 0.1% 95

Other funds holding LOW

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's LOW Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Lowe's Companies (LOW) stake by 0.52% in Q2 2026, buying an estimated $681 and bringing the position to 578 shares worth $127K. The position accounts for 0.08% of the portfolio, ranked #108.

Marshall & Sterling Wealth Advisors first reported a position in LOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $152K in Q3 2025. 649 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 578 shares of Lowe's Companies worth $127K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 3 Lowe's Companies shares in Q2 2026, an estimated $681.
  • Lowe's Companies made up 0.08% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Lowe's Companies in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Lowe's Companies position peaked at $152K in Q3 2025.
  • 649 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.