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

Mascoma 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 		$14.6K Sell
66
-6
-8% -$1.36K ﹤0.01% 294
2026
Q1 		$17K Sell
72
-3
-4% -$782 ﹤0.01% 275
2025
Q4 		$18.1K Buy
75
+9
+14% +$2.16K ﹤0.01% 267
2025
Q3 		$16.6K Hold
66
– – ﹤0.01% 278
2025
Q2 		$14.6K Hold
66
– – ﹤0.01% 288
2025
Q1 		$15.4K Hold
66
– – ﹤0.01% 286
2024
Q4 		$16.3K Buy
66
+26
+65% +$6.94K ﹤0.01% 297
2024
Q3 		$10.8K Hold
40
– – ﹤0.01% 318
2024
Q2 		$8.82K Hold
40
– – ﹤0.01% 347
2024
Q1 		$10.2K Hold
40
– – ﹤0.01% 313
2023
Q4 		$8.9K Hold
40
– – ﹤0.01% 330
2023
Q3 		$8.31K Hold
40
– – ﹤0.01% 335
2023
Q2 		$8.84K Hold
40
– – ﹤0.01% 328
2023
Q1 		$8.31K Hold
40
– – ﹤0.01% 427
2022
Q4 		$7.97K Hold
40
– – ﹤0.01% 434
2022
Q3 		$8K Hold
40
– – ﹤0.01% 434
2022
Q2 		$7K Hold
40
– – ﹤0.01% 467
2022
Q1 		$8K Buy
40
+32
+400% +$7.36K ﹤0.01% 468
2021
Q4 		$2K Buy
8
+7
+700% +$1.66K ﹤0.01% 498
2021
Q3 		$0 Buy
+1
New +$199 ﹤0.01% 457
2021
Q2 		– Sell
-1
Closed – – 307
2021
Q1 		$0 Buy
+1
New +$172 ﹤0.01% 452
2019
Q1 		– Sell
-690
Closed -$64K – 406
2018
Q4 		$64K Buy
690
+300
+77% +$28.9K 0.05% 131
2018
Q3 		$45K Sell
390
-410
-51% -$42.7K 0.03% 166
2018
Q2 		$76K Sell
800
-1,200
-60% -$109K 0.05% 128
2018
Q1 		$176K Buy
2,000
+1,400
+233% +$133K 0.12% 75
2017
Q4 		$61K Buy
600
+200
+50% +$16.5K 0.04% 136
2017
Q3 		$32K Buy
400
+300
+300% +$23K 0.02% 180
2017
Q2 		$8K Buy
+100
New +$8.17K 0.01% 299

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

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

Mascoma Wealth Management reduced its Lowe's Companies (LOW) stake by 8.3% in Q2 2026, selling an estimated $1.36K and leaving 66 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Mascoma Wealth Management first reported a position in LOW in Q2 2017 and has held it in 28 quarters since. The position peaked at $176K in Q1 2018. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Mascoma Wealth Management held 66 shares of Lowe's Companies worth $14.6K as of Q2 2026.
  • Mascoma Wealth Management sold 6 Lowe's Companies shares in Q2 2026, an estimated $1.36K.
  • Lowe's Companies made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #294 holding.
  • Mascoma Wealth Management first reported a position in Lowe's Companies in Q2 2017 and has held it in 28 quarters since.
  • Mascoma Wealth Management's Lowe's Companies position peaked at $176K in Q1 2018.
  • 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.