MWA
LOW icon

Medallion Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Medallion 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 		$238K Sell
694
-483
-41% -$110K 0.08% 214
2026
Q1 		$278K Hold
1,177
– – 0.09% 202
2025
Q4 		$284K Hold
1,177
– – 0.1% 198
2025
Q3 		$296K Hold
1,177
– – 0.11% 186
2025
Q2 		$268K Hold
1,177
– – 0.1% 188
2025
Q1 		$275K Sell
1,177
-125
-10% -$30.8K 0.13% 163
2024
Q4 		$319K Buy
+1,302
New +$348K 0.16% 137

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

Medallion Wealth Advisors's LOW Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Lowe's Companies (LOW) stake by 41% in Q2 2026, selling an estimated $110K and leaving 694 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #214.

Medallion Wealth Advisors first reported a position in LOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $319K in Q4 2024. 2,652 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Medallion Wealth Advisors held 694 shares of Lowe's Companies worth $238K as of Q2 2026.
  • Medallion Wealth Advisors sold 483 Lowe's Companies shares in Q2 2026, an estimated $110K.
  • Lowe's Companies made up 0.08% of Medallion Wealth Advisors's portfolio in Q2 2026, its #214 holding.
  • Medallion Wealth Advisors first reported a position in Lowe's Companies in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Lowe's Companies position peaked at $319K in Q4 2024.
  • 2,652 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.