Matrix Asset Advisors’s Lowe's Companies LOW Stock Holding History

Matrix Asset 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 Q3	$15.9M	Buy	86,232 +6,552	+8%	+$1.36M	1.31%	33
2026 Q2	$17.6M	Buy	79,680 +14,611	+22%	+$3.32M	1.43%	31
2026 Q1	$15.4M	Buy	65,069 +33	+0.1%	+$8.61K	1.41%	34
2025 Q4	$15.7M	Buy	65,036 +4,411	+7%	+$1.06M	1.41%	30
2025 Q3	$15.2M	Buy	60,625 +349	+0.6%	+$85.7K	1.41%	29
2025 Q2	$13.4M	Buy	60,276 +21,206	+54%	+$4.73M	1.35%	30
2025 Q1	$9.11M	Buy	39,070 +24,689	+172%	+$6.07M	1.01%	38
2024 Q4	$3.55M	Sell	14,381 -9	-0.1%	-$2.4K	0.39%	49
2024 Q3	$3.9M	Buy	14,390 +3,345	+30%	+$810K	0.43%	47
2024 Q2	$2.44M	Buy	+11,045	New	+$2.52M	0.29%	50

Other funds holding LOW

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Matrix Asset Advisors's LOW Position: Q3 2026 in Review

Matrix Asset Advisors increased its Lowe's Companies (LOW) stake by 8.2% in Q3 2026, buying an estimated $1.36M and bringing the position to 86,232 shares worth $15.9M. The position accounts for 1.31% of the portfolio, ranked #33.

Matrix Asset Advisors first reported a position in LOW in Q2 2024 and has held it in 10 quarters since. The position peaked at $17.6M in Q2 2026. 1,063 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

Matrix Asset Advisors held 86,232 shares of Lowe's Companies worth $15.9M as of Q3 2026.
Matrix Asset Advisors bought 6,552 Lowe's Companies shares in Q3 2026, an estimated $1.36M.
Lowe's Companies made up 1.31% of Matrix Asset Advisors's portfolio in Q3 2026, its #33 holding.
Matrix Asset Advisors first reported a position in Lowe's Companies in Q2 2024 and has held it in 10 quarters since.
Matrix Asset Advisors's Lowe's Companies position peaked at $17.6M in Q2 2026.
1,063 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Matrix Asset Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.