Measured Wealth Private Client Group’s Lowe's Companies LOW Stock Holding History

Measured Wealth Private Client Group’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	$413K	Buy	1,872 +41	+2%	+$9.31K	0.1%	128
2026 Q1	$433K	Hold	1,831	–	–	0.12%	118
2025 Q4	$442K	Hold	1,831	–	–	0.12%	108
2025 Q3	$460K	Hold	1,831	–	–	0.12%	106
2025 Q2	$406K	Hold	1,831	–	–	0.12%	116
2025 Q1	$427K	Sell	1,831 -70	-4%	-$17.2K	0.14%	103
2024 Q4	$469K	Sell	1,901 -3	-0.2%	-$801	0.15%	91
2024 Q3	$516K	Sell	1,904 -88	-4%	-$21.3K	0.17%	73
2024 Q2	$439K	Sell	1,992 -65	-3%	-$14.8K	0.15%	106
2024 Q1	$524K	Sell	2,057 -30	-1%	-$6.9K	0.18%	92
2023 Q4	$464K	Sell	2,087 -17	-0.8%	-$3.45K	0.17%	103
2023 Q3	$437K	Sell	2,104 -15	-0.7%	-$3.37K	0.18%	96
2023 Q2	$478K	Hold	2,119	–	–	0.18%	93
2023 Q1	$424K	Sell	2,119 -192	-8%	-$39K	0.16%	99
2022 Q4	$460K	Sell	2,311 -13	-0.6%	-$2.6K	0.19%	71
2022 Q3	$436K	Hold	2,324	–	–	0.19%	66
2022 Q2	$406K	Hold	2,324	–	–	0.18%	86
2022 Q1	$470K	Sell	2,324 -154	-6%	-$35.4K	0.17%	72
2021 Q4	$641K	Sell	2,478 -5	-0.2%	-$1.19K	0.23%	62
2021 Q3	$504K	Sell	2,483 -9	-0.4%	-$1.79K	0.19%	70
2021 Q2	$483K	Buy	2,492 +26	+1%	+$5.09K	0.15%	85
2021 Q1	$469K	Hold	2,466	–	–	0.17%	72
2020 Q4	$396K	Sell	2,466 -187	-7%	-$30.4K	0.16%	69
2020 Q3	$440K	Buy	+2,653	New	+$409K	0.21%	66
2019 Q4	–	Sell	-2,215	Closed	-$244K	–	126
2019 Q3	$244K	Sell	2,215 -4,763	-68%	-$503K	0.16%	101
2019 Q2	$704K	Sell	6,978 -1,480	-17%	-$156K	0.41%	45
2019 Q1	$926K	Buy	8,458 +1,503	+22%	+$150K	0.57%	35
2018 Q4	$642K	Sell	6,955 -154	-2%	-$14.8K	0.58%	32
2018 Q3	$814K	Sell	7,109 -30	-0.4%	-$3.13K	0.49%	30
2018 Q2	$682K	Buy	+7,139	New	+$646K	0.56%	31

Other funds holding LOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Measured Wealth Private Client Group's LOW Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Lowe's Companies (LOW) stake by 2.2% in Q2 2026, buying an estimated $9.31K and bringing the position to 1,872 shares worth $413K. The position accounts for 0.1% of the portfolio, ranked #128.

Measured Wealth Private Client Group first reported a position in LOW in Q2 2018 and has held it in 30 quarters since. The position peaked at $926K in Q1 2019. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

Measured Wealth Private Client Group held 1,872 shares of Lowe's Companies worth $413K as of Q2 2026.
Measured Wealth Private Client Group bought 41 Lowe's Companies shares in Q2 2026, an estimated $9.31K.
Lowe's Companies made up 0.1% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #128 holding.
Measured Wealth Private Client Group first reported a position in Lowe's Companies in Q2 2018 and has held it in 30 quarters since.
Measured Wealth Private Client Group's Lowe's Companies position peaked at $926K in Q1 2019.
2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.