MWM
LOW icon

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

Mattern 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 		$1.98M Sell
8,984
-353
-4% -$80.2K 0.33% 44
2026
Q1 		$2.21M Sell
9,337
-86
-0.9% -$22.4K 0.43% 41
2025
Q4 		$2.27M Sell
9,423
-37
-0.4% -$8.88K 0.44% 40
2025
Q3 		$2.38M Sell
9,460
-130
-1% -$31.9K 0.47% 37
2025
Q2 		$2.13M Sell
9,590
-481
-5% -$107K 0.44% 41
2025
Q1 		$2.35M Sell
10,071
-458
-4% -$113K 0.52% 38
2024
Q4 		$2.6M Sell
10,529
-356
-3% -$95.1K 0.57% 33
2024
Q3 		$2.95M Sell
10,885
-14,639
-57% -$3.55M 0.65% 32
2024
Q2 		$5.63M Sell
25,524
-3,054
-11% -$697K 1.35% 14
2024
Q1 		$7.28M Sell
28,578
-456
-2% -$105K 1.77% 10
2023
Q4 		$6.46M Buy
29,034
+2,044
+8% +$414K 1.66% 10
2023
Q3 		$5.61M Buy
26,990
+2,790
+12% +$628K 1.64% 11
2023
Q2 		$5.46M Buy
24,200
+2,281
+10% +$474K 1.59% 11
2023
Q1 		$4.38M Buy
21,919
+5,423
+33% +$1.1M 1.45% 14
2022
Q4 		$3.29M Buy
16,496
+71
+0.4% +$14.2K 1.33% 17
2022
Q3 		$3.08M Buy
16,425
+373
+2% +$72.6K 1.24% 20
2022
Q2 		$2.8M Buy
16,052
+240
+2% +$46.3K 1.1% 25
2022
Q1 		$3.2M Buy
15,812
+605
+4% +$139K 1.05% 25
2021
Q4 		$3.93M Buy
15,207
+580
+4% +$138K 1.15% 19
2021
Q3 		$2.97M Sell
14,627
-415
-3% -$82.7K 1% 26
2021
Q2 		$2.95M Sell
15,042
-607
-4% -$119K 0.94% 28
2021
Q1 		$2.98M Sell
15,649
-5,934
-27% -$1.02M 1.05% 23
2020
Q4 		$3.46M Buy
21,583
+283
+1% +$46K 1.31% 20
2020
Q3 		$3.53M Buy
21,300
+1,450
+7% +$223K 1.51% 18
2020
Q2 		$2.68M Sell
19,850
-418
-2% -$47.7K 1.3% 19
2020
Q1 		$1.74M Sell
20,268
-1,056
-5% -$115K 1.26% 24
2019
Q4 		$2.55M Buy
+21,324
New +$2.44M 1.53% 12

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

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

Mattern Wealth Management reduced its Lowe's Companies (LOW) stake by 3.8% in Q2 2026, selling an estimated $80.2K and leaving 8,984 shares worth $1.98M. The position accounts for 0.33% of the portfolio, ranked #44.

Mattern Wealth Management first reported a position in LOW in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.28M in Q1 2024. 2,644 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Mattern Wealth Management held 8,984 shares of Lowe's Companies worth $1.98M as of Q2 2026.
  • Mattern Wealth Management sold 353 Lowe's Companies shares in Q2 2026, an estimated $80.2K.
  • Lowe's Companies made up 0.33% of Mattern Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Mattern Wealth Management first reported a position in Lowe's Companies in Q4 2019 and has held it in 27 quarters since.
  • Mattern Wealth Management's Lowe's Companies position peaked at $7.28M in Q1 2024.
  • 2,644 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.