Modera Wealth Management’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $55.1M | Sell |
249,989
-6,776
| -3% | -$1.54M | 0.59% | 42 |
|
|
2026
Q1 | $60.7M | Sell |
256,765
-19,815
| -7% | -$5.17M | 0.73% | 35 |
|
|
2025
Q4 | $66.7M | Sell |
276,580
-1,212
| -0.4% | -$291K | 0.77% | 34 |
|
|
2025
Q3 | $69.8M | Sell |
277,792
-2,242
| -0.8% | -$551K | 0.81% | 34 |
|
|
2025
Q2 | $62.1M | Sell |
280,034
-3,661
| -1% | -$817K | 0.77% | 33 |
|
|
2025
Q1 | $66.2M | Sell |
283,695
-4,803
| -2% | -$1.18M | 0.9% | 30 |
|
|
2024
Q4 | $71.2M | Sell |
288,498
-2,191
| -0.8% | -$585K | 0.86% | 30 |
|
|
2024
Q3 | $78.7M | Sell |
290,689
-7,472
| -3% | -$1.81M | 1% | 24 |
|
|
2024
Q2 | $65.7M | Sell |
298,161
-7,987
| -3% | -$1.82M | 0.97% | 29 |
|
|
2024
Q1 | $78M | Sell |
306,148
-21,700
| -7% | -$4.99M | 1.19% | 21 |
|
|
2023
Q4 | $73M | Buy |
327,848
+14,390
| +5% | +$2.92M | 1.21% | 22 |
|
|
2023
Q3 | $65.1M | Sell |
313,458
-5,390
| -2% | -$1.21M | 1.23% | 22 |
|
|
2023
Q2 | $72M | Buy |
318,848
+303,575
| +1,988% | +$63.1M | 1.31% | 19 |
|
|
2023
Q1 | $3.05M | Sell |
15,273
-10
| -0.1% | -$2.03K | 0.12% | 75 |
|
|
2022
Q4 | $3.04M | Buy |
15,283
+267
| +2% | +$53.4K | 0.12% | 77 |
|
|
2022
Q3 | $2.82M | Sell |
15,016
-60
| -0.4% | -$11.7K | 0.14% | 76 |
|
|
2022
Q2 | $2.63M | Sell |
15,076
-26
| -0.2% | -$5.01K | 0.13% | 82 |
|
|
2022
Q1 | $3.05M | Sell |
15,102
-1,141
| -7% | -$262K | 0.14% | 78 |
|
|
2021
Q4 | $4.2M | Buy |
16,243
+1,233
| +8% | +$293K | 0.16% | 67 |
|
|
2021
Q3 | $3.04M | Hold |
15,010
| – | – | 0.16% | 56 |
|
|
2021
Q2 | $2.91M | Buy |
15,010
+67
| +0.4% | +$13.1K | 0.16% | 56 |
|
|
2021
Q1 | $2.84M | Buy |
14,943
+1,052
| +8% | +$181K | 0.18% | 51 |
|
|
2020
Q4 | $2.23M | Buy |
13,891
+39
| +0.3% | +$6.33K | 0.18% | 57 |
|
|
2020
Q3 | $2.3M | Buy |
13,852
+1
| +0% | +$154 | 0.34% | 29 |
|
|
2020
Q2 | $1.87M | Sell |
13,851
-1,024
| -7% | -$117K | 0.3% | 34 |
|
|
2020
Q1 | $1.28M | Buy |
14,875
+11,021
| +286% | +$1.2M | 0.27% | 43 |
|
|
2019
Q4 | $461K | Buy |
3,854
+123
| +3% | +$14.1K | 0.07% | 83 |
|
|
2019
Q3 | $410K | Buy |
3,731
+2
| +0.1% | +$211 | 0.07% | 88 |
|
|
2019
Q2 | $376K | Buy |
3,729
+2
| +0.1% | +$211 | 0.07% | 90 |
|
|
2019
Q1 | $408K | Buy |
3,727
+3
| +0.1% | +$299 | 0.08% | 84 |
|
|
2018
Q4 | $344K | Buy |
3,724
+2
| +0.1% | +$193 | 0.07% | 87 |
|
|
2018
Q3 | $427K | Buy |
3,722
+127
| +4% | +$13.2K | 0.09% | 82 |
|
|
2018
Q2 | $344K | Sell |
3,595
-44
| -1% | -$3.98K | 0.07% | 89 |
|
|
2018
Q1 | $319K | Buy |
3,639
+3
| +0.1% | +$284 | 0.07% | 92 |
|
|
2017
Q4 | $338K | Sell |
3,636
-193
| -5% | -$16K | 0.07% | 89 |
|
|
2017
Q3 | $306K | Sell |
3,829
-185
| -5% | -$14.2K | 0.07% | 99 |
|
|
2017
Q2 | $311K | Sell |
4,014
-913
| -19% | -$74.6K | 0.08% | 86 |
|
|
2017
Q1 | $405K | Buy |
4,927
+15
| +0.3% | +$1.15K | 0.1% | 72 |
|
|
2016
Q4 | $349K | Buy |
4,912
+15
| +0.3% | +$1.06K | 0.12% | 78 |
|
|
2016
Q3 | $354K | Buy |
4,897
+403
| +9% | +$31.3K | 0.12% | 74 |
|
|
2016
Q2 | $356K | Sell |
4,494
-191
| -4% | -$14.8K | 0.12% | 69 |
|
|
2016
Q1 | $355K | Buy |
+4,685
| New | +$331K | 0.12% | 71 |
|
Other funds holding LOW
Modera Wealth Management's LOW Position: Q2 2026 in Review
Modera Wealth Management reduced its Lowe's Companies (LOW) stake by 2.6% in Q2 2026, selling an estimated $1.54M and leaving 249,989 shares worth $55.1M. The position accounts for 0.59% of the portfolio, ranked #42.
Modera Wealth Management first reported a position in LOW in Q1 2016 and has held it in 42 quarters since. The position peaked at $78.7M in Q3 2024. 2,647 funds tracked by Wall St. Rank hold LOW as of Q2 2026.
- Modera Wealth Management held 249,989 shares of Lowe's Companies worth $55.1M as of Q2 2026.
- Modera Wealth Management sold 6,776 Lowe's Companies shares in Q2 2026, an estimated $1.54M.
- Lowe's Companies made up 0.59% of Modera Wealth Management's portfolio in Q2 2026, its #42 holding.
- Modera Wealth Management first reported a position in Lowe's Companies in Q1 2016 and has held it in 42 quarters since.
- Modera Wealth Management's Lowe's Companies position peaked at $78.7M in Q3 2024.
- 2,647 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.
Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.